Panview Capital
Panview Capital reported 14 stocks worth $568M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are APP (15.4%), CRWV (10.8%) and NOK (10.4%). Compared with Q1 2026, the fund opened new positions in ASML, MTSI and FORM, added to GDX, GDXJ and VEON, trimmed APP, CRWV and NOK and sold out of INTC, FUTU and MPC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  APP Applovin Corp | $87.5M | 15.4% | 170K | −50K (−23%) | 7 of 7 | |
| 2 |  CRWV Coreweave Inc | $61.2M | 10.8% | 614K | −282K (−31%) | 2 of 7 | |
| 3 |  NOK Nokia Corp | $58.9M | 10.4% | 4.4M | −1.5M (−26%) | 2 of 7 | |
| 4 |  NVDA Nvidia Corporation | $51.6M | 9.1% | 258K | −22K (−8%) | 2 of 7 | |
| 5 |  GDX Vaneck ETF Trust | $45.5M | 8.0% | 603K | +125K (+26%) | 7 of 7 | |
| 6 |  GDXJ Vaneck Junior Gold | $39.9M | 7.0% | 406K | +64K (+19%) | 7 of 7 | |
| 7 |  ASML Asml Holding N V | $39.7M | 7.0% | 20K | New position | 1 of 7 | |
| 8 |  MTSI Macom Tech Solutions Hldgs I | $37.3M | 6.6% | 98K | New position | 1 of 7 | |
| 9 |  FORM Formfactor Inc | $36.6M | 6.4% | 229K | New position | 1 of 7 | |
| 10 |  VEON Veon Ltd | $32.9M | 5.8% | 631K | +73K (+13%) | 4 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Panview Capital 13F FAQ
What does Panview Capital own?
Panview Capital reported 14 stocks worth $568M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are APP (15.4%), CRWV (10.8%) and NOK (10.4%). The table above lists every position in the filing (the top 10 without an account).
What did Panview Capital buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 5 added to, 4 trimmed and 3 sold out. New positions include ASML, MTSI and FORM. It sold all of INTC, FUTU and MPC.
When will Panview Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Panview Capital's portfolio worth?
The Q2 2026 filing reports $568M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.