Panview Capital Ltd holds a focused book of 14 stocks worth $568.0M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened ASML Holding NV-NY Reg SHS and trimmed Applovin Corp-Class A. Their largest long position is Applovin Corp-Class A at 15% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
85% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Panview Capital Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 29 / 14 | $232.6B |
| JPMORGAN CHASE & CO | 29 / 14 | $118.2B |
| MORGAN STANLEY | 29 / 14 | $96.0B |
| BANK OF AMERICA CORP /DE/ | 29 / 14 | $52.0B |
| GOLDMAN SACHS GROUP INC | 29 / 14 | $51.7B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 29 / 14 | $48.5B |
| ROYAL BANK OF CANADA | 29 / 14 | $37.1B |
| UBS Group AG | 29 / 14 | $26.6B |
Ranked by how many of Panview Capital Ltd's top 14 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Applovin Corp COM CL A | $87.5M | 169.9K | 15.4% | ▼−23% Reduced · −50K sh | |
| 2 | Coreweave Inc COM CL A | $61.2M | 614.5K | 10.8% | ▼−31% Reduced · −282K sh | |
| 3 | Nokia Corp SPONSORED ADR | $58.9M | 4.44M | 10.4% | ▼−26% Reduced · −1.5M sh | |
| 4 | Nvidia Corporation COM | $51.6M | 257.7K | 9.1% | ▼−8.0% Reduced · −22K sh | |
| 5 | Vaneck ETF Trust GOLD MINERS ETF | $45.5M | 602.9K | 8.0% | ▲+26% Added · +125K sh | |
| 6 | Vaneck ETF Trust JUNIOR GOLD MINE | $39.9M | 405.9K | 7.0% | ▲+19% Added · +64K sh | |
| 7 | ASML Hldg NV N Y REGISTRY SHS | $39.7M | 19.9K | 7.0% | ▲New New position | |
| 8 | Macom Tech Solutions Hldgs I COM | $37.3M | 98.0K | 6.6% | ▲New New position | |
| 9 | Formfactor Inc COM | $36.6M | 228.6K | 6.4% | ▲New New position | |
| 10 | Veon Ltd SPONSORED ADS | $32.9M | 630.6K | 5.8% | ▲+13% Added · +73K sh | |
| 11 | Eqt Corp COM | $27.3M | 513.0K | 4.8% | ▲+8.6% Added · +40K sh | |
| 12 | Dole PLC ORD SHS | $23.6M | 1.72M | 4.1% | ▲+27% Added · +361K sh | |
| 13 | Canadian Nat Res Ltd Med Ter COM | $19.2M | 486.3K | 3.4% | ▲New New position | |
| 14 | Wolfspeed Inc COMMON STOCK | $7.0M | 144.1K | 1.2% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2035224/holdings"
Use Arkolith to show Panview Capital Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 14 | $568.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 12 | $467.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 9 | $278.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 9 | $235.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 9 | $314.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 8 | $264.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 10 | $468.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.