Investor
Panview Capital Ltd
CIK 0002035224 · filed 2026-05-14 · SEC filing
13F book
$467.2M
Positions
12
6 new · 3 sold
Largest name
18.7%
Applovin Corp · APP
Est. mark
−$20.3M
Price effect on 6 names still held. Flow $209.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Applovin Corp | APP | 219.7K | $87.4M | 18.7% | −$25.9M | Added$24.1M |
| CoreWeave, Inc. | CRWV | 896.8K | $69.5M | 14.9% | — | New |
| Nvidia Corp | NVDA | 280K | $48.8M | 10.5% | — | New |
| Nokia Corp | — | 5.96M | $47.9M | 10.3% | — | New |
| Vaneck Etf Trust | — | 478.1K | $43.9M | 9.4% | $2.87M | Cut−$5.29M |
| Vaneck Etf Trust | — | 341.4K | $41M | 8.8% | $2.14M | Cut−$7.74M |
| Intel Corp | INTC | 811.1K | $35.8M | 7.7% | — | New |
| Eqt Corp | EQT | 472.6K | $30.1M | 6.4% | $4.74M | Cut$4.21M |
| VEON Ltd. | VEON | 557.6K | $25.8M | 5.5% | −$3.23M | Added−$1.25M |
| Dole Plc | DOLE | 1.36M | $19.4M | 4.1% | −$949.1K | Cut−$2.09M |
| Futu Hldgs Ltd | — | 90K | $12.3M | 2.6% | — | New |
| Marathon Pete Corp | — | 21.8K | $5.32M | 1.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.