Filed: 5/14/2026ACC: 0002035224-26-000003
📋 What this filing means
PANVIEW CAPITAL LTD filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $467.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$467.22M
Total AUM (reported)
11.49M
Total Shares
Allocation by class
COM CL A$156.91M33.6%
COM$120.03M25.7%
SPONSORED ADR$47.93M10.3%
GOLD MINERS ETF$43.88M9.4%
JUNIOR GOLD MINE$40.98M8.8%
SPONSORED ADS$25.82M5.5%
ORD SHS$19.37M4.1%
Portfolio Concentration
Top 3$205.74M44.0%
4–10$243.85M52.2%
11–25$17.63M3.8%
Top 3 weight
44.0%
Top 10 weight
96.2%
Voting Authority Distribution
Total shares with voting rights: 11.49M
Sole
Full voting authority
11.49M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
APPLOVIN CORP
SOLEShares219.68K
TypeSH
Market value$87.43M
18.71%
Sole
219.68K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares896.76K
TypeSH
Market value$69.47M
14.87%
Sole
896.76K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares280K
TypeSH
Market value$48.83M
10.45%
Sole
280K
Shared
0.00
None
0.00
NOKIA CORP
SOLEShares5.96M
TypeSH
Market value$47.93M
10.26%
Sole
5.96M
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares478.15K
TypeSH
Market value$43.88M
9.39%
Sole
478.15K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares341.37K
TypeSH
Market value$40.98M
8.77%
Sole
341.37K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares811.12K
TypeSH
Market value$35.79M
7.66%
Sole
811.12K
Shared
0.00
None
0.00
EQT CORP
SOLEShares472.60K
TypeSH
Market value$30.08M
6.44%
Sole
472.60K
Shared
0.00
None
0.00
VEON LTD
SOLEShares557.61K
TypeSH
Market value$25.82M
5.53%
Sole
557.61K
Shared
0.00
None
0.00
DOLE PLC
SOLEShares1.36M
TypeSH
Market value$19.37M
4.15%
Sole
1.36M
Shared
0.00
None
0.00
FUTU HLDGS LTD
SOLEShares90K
TypeSH
Market value$12.31M
2.63%
Sole
90K
Shared
0.00
None
0.00
MARATHON PETE CORP
SOLEShares21.80K
TypeSH
Market value$5.32M
1.14%
Sole
21.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 219.68K | SH | $87.43M 18.71% | 219.68K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 896.76K | SH | $69.47M 14.87% | 896.76K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 280K | SH | $48.83M 10.45% | 280K | 0.00 | 0.00 |
NOKIA CORPSOLE | SPONSORED ADR | 5.96M | SH | $47.93M 10.26% | 5.96M | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 478.15K | SH | $43.88M 9.39% | 478.15K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 341.37K | SH | $40.98M 8.77% | 341.37K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 811.12K | SH | $35.79M 7.66% | 811.12K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 472.60K | SH | $30.08M 6.44% | 472.60K | 0.00 | 0.00 |
VEON LTDSOLE | SPONSORED ADS | 557.61K | SH | $25.82M 5.53% | 557.61K | 0.00 | 0.00 |
DOLE PLCSOLE | ORD SHS | 1.36M | SH | $19.37M 4.15% | 1.36M | 0.00 | 0.00 |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 90K | SH | $12.31M 2.63% | 90K | 0.00 | 0.00 |
MARATHON PETE CORPSOLE | COM | 21.80K | SH | $5.32M 1.14% | 21.80K | 0.00 | 0.00 |