Funds › Panview Capital Ltd
Panview Capital Ltd
13F for Q3 2026, filed Nov 13, 2026. 14 positions worth $558.9M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 330,697 | $75.5M | 13.5% | +28.3% | 13F ↗ |
| 2 | CRWV CoreWeave, Inc. | 715,885 | $62.4M | 11.2% | +16.5% | 13F ↗ |
| 3 | Vaneck ETF Trust Gold Miners Etf | 660,246 | $58.0M | 10.4% | +9.5% | 13F ↗ |
| 4 | Vaneck ETF Trust Junior Gold Mine | 478,653 | $54.5M | 9.8% | +17.9% | 13F ↗ |
| 5 | VEON VEON Ltd. · ADR | 629,316 | $46.5M | 8.3% | -0.2% | 13F ↗ |
| 6 | NOK Nokia Corporation Sponsored · ADR | 4.44M | $45.0M | 8.0% | Unchanged | 13F ↗ |
| 7 | FORM FormFactor, Inc. | 285,747 | $42.7M | 7.6% | +25.0% | 13F ↗ |
| 8 | CBRS Cerebras Systems Inc. | 203,600 | $36.2M | 6.5% | New | 13F ↗ |
| 9 | ASML ASML Holding N.V. · Equities | 19,939 | $36.1M | 6.5% | Unchanged | 13F ↗ |
| 10 | APP AppLovin Corporation | 120,205 | $34.9M | 6.2% | -29.2% | 13F ↗ |
| 11 | CNQ Canadian Natural Resources Limited | 514,526 | $24.2M | 4.3% | +5.8% | 13F ↗ |
| 12 | DOLE Dole plc | 1.72M | $21.8M | 3.9% | Unchanged | 13F ↗ |
| 13 | EGO Eldorado Gold Corporation | 500,000 | $19.2M | 3.4% | New | 13F ↗ |
| 14 | WOLF Wolfspeed, Inc. | 64,085 | $1.8M | 0.3% | -55.5% | 13F ↗ |
Changes since Q2 2026
2 new, 6 added to, 3 trimmed, 2 exited, 3 unchanged. By estimated dollars.
New positions (2)
Added to (6)
Trimmed (3)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 14 | $558.9M | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 14 | $568.0M | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 12 | $467.2M | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 9 | $278.5M | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 9 | $235.1M | Current | SEC ↗ |
| Q2 2025 | Aug 7, 2025 | 13F-HR | 9 | $314.3M | Current | SEC ↗ |
| Q1 2025 | May 7, 2025 | 13F-HR | 8 | $264.1M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer