Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Panview Capital Ltd (CIK 2035224) reported $467.2M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: APP ($87.4M, 18.71%), CRWV ($69.5M, 14.87%), NVDA ($48.8M, 10.45%), NOK ($47.9M, 10.26%), GDX ($43.9M, 9.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | $87.4M | 18.71% | 219,684 | Added |
| 2 | CRWV | COREWEAVE INC | $69.5M | 14.87% | 896,762 | New |
| 3 | NVDA | NVIDIA CORPORATION | $48.8M | 10.45% | 280,000 | New |
| 4 | NOK | NOKIA CORP | $47.9M | 10.26% | 6.0M | New |
| 5 | GDX | VANECK ETF TRUST | $43.9M | 9.39% | 478,146 | Trimmed |
| 6 | GDXJ | VANECK ETF TRUST | $41.0M | 8.77% | 341,365 | Trimmed |
| 7 | INTC | INTEL CORP | $35.8M | 7.66% | 811,115 | New |
| 8 | EQT | EQT CORP | $30.1M | 6.44% | 472,600 | Trimmed |
| 9 | VEON | VEON LTD | $25.8M | 5.53% | 557,612 | Added |
| 10 | DOLE | DOLE PLC | $19.4M | 4.15% | 1.4M | Trimmed |
| 11 | FUTU | FUTU HLDGS LTD | $12.3M | 2.63% | 90,000 | New |
| 12 | MPC | MARATHON PETE CORP | $5.3M | 1.14% | 21,805 | New |
| 13 | PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 14 | TPR | TAPESTRY INC | $0 | 0.00% | 0 | Exited |
| 15 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31