Filed: 8/13/2026ACC: 0002035224-26-000004
📋 What this filing means
PANVIEW CAPITAL LTD filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $567.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$567.96M
Total AUM (reported)
10.32M
Total Shares
Allocation by class
COM$171.89M30.3%
COM CL A$148.70M26.2%
SPONSORED ADR$58.91M10.4%
GOLD MINERS ETF$45.49M8.0%
JUNIOR GOLD MINE$39.88M7.0%
N Y REGISTRY SHS$39.67M7.0%
SPONSORED ADS$32.92M5.8%
Portfolio Concentration
Top 3$207.61M36.6%
4–10$283.36M49.9%
11–25$76.99M13.6%
Top 3 weight
36.6%
Top 10 weight
86.4%
Voting Authority Distribution
Total shares with voting rights: 567.96M
Sole
Full voting authority
567.96M
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)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
APPLOVIN CORP
SOLEShares169.88K
TypeSH
Market value$87.53M
15.41%
Sole
87.53M
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares614.49K
TypeSH
Market value$61.17M
10.77%
Sole
61.17M
Shared
0.00
None
0.00
NOKIA CORP
SOLEShares4.44M
TypeSH
Market value$58.91M
10.37%
Sole
58.91M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares257.70K
TypeSH
Market value$51.56M
9.08%
Sole
51.56M
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares602.95K
TypeSH
Market value$45.49M
8.01%
Sole
45.49M
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares405.85K
TypeSH
Market value$39.88M
7.02%
Sole
39.88M
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares19.94K
TypeSH
Market value$39.67M
6.98%
Sole
39.67M
Shared
0.00
None
0.00
MACOM TECH SOLUTIONS HLDGS I
SOLEShares97.98K
TypeSH
Market value$37.27M
6.56%
Sole
37.27M
Shared
0.00
None
0.00
FORMFACTOR INC
SOLEShares228.65K
TypeSH
Market value$36.57M
6.44%
Sole
36.57M
Shared
0.00
None
0.00
VEON LTD
SOLEShares630.62K
TypeSH
Market value$32.92M
5.80%
Sole
32.92M
Shared
0.00
None
0.00
EQT CORP
SOLEShares513.04K
TypeSH
Market value$27.28M
4.80%
Sole
27.28M
Shared
0.00
None
0.00
DOLE PLC
SOLEShares1.72M
TypeSH
Market value$23.55M
4.15%
Sole
23.55M
Shared
0.00
None
0.00
CANADIAN NAT RES LTD MED TER
SOLEShares486.33K
TypeSH
Market value$19.21M
3.38%
Sole
19.21M
Shared
0.00
None
0.00
WOLFSPEED INC
SOLEShares144.09K
TypeSH
Market value$6.95M
1.22%
Sole
6.95M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 169.88K | SH | $87.53M 15.41% | 87.53M | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 614.49K | SH | $61.17M 10.77% | 61.17M | 0.00 | 0.00 |
NOKIA CORPSOLE | SPONSORED ADR | 4.44M | SH | $58.91M 10.37% | 58.91M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 257.70K | SH | $51.56M 9.08% | 51.56M | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 602.95K | SH | $45.49M 8.01% | 45.49M | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 405.85K | SH | $39.88M 7.02% | 39.88M | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 19.94K | SH | $39.67M 6.98% | 39.67M | 0.00 | 0.00 |
MACOM TECH SOLUTIONS HLDGS ISOLE | COM | 97.98K | SH | $37.27M 6.56% | 37.27M | 0.00 | 0.00 |
FORMFACTOR INCSOLE | COM | 228.65K | SH | $36.57M 6.44% | 36.57M | 0.00 | 0.00 |
VEON LTDSOLE | SPONSORED ADS | 630.62K | SH | $32.92M 5.80% | 32.92M | 0.00 | 0.00 |
EQT CORPSOLE | COM | 513.04K | SH | $27.28M 4.80% | 27.28M | 0.00 | 0.00 |
DOLE PLCSOLE | ORD SHS | 1.72M | SH | $23.55M 4.15% | 23.55M | 0.00 | 0.00 |
CANADIAN NAT RES LTD MED TERSOLE | COM | 486.33K | SH | $19.21M 3.38% | 19.21M | 0.00 | 0.00 |
WOLFSPEED INCSOLE | COMMON STOCK | 144.09K | SH | $6.95M 1.22% | 6.95M | 0.00 | 0.00 |