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PANVIEW CAPITAL LTD
PANVIEW CAPITAL LTD
Latest filing: 2026-06-30
PANVIEW CAPITAL LTD runs PANVIEW CAPITAL LTD and currently holds 14 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $567.96M. Their top holdings are APP, CRWV, NOK, NVDA, GDX. The top five represent 53.6% of reported portfolio weight. PANVIEW CAPITAL LTD ranks #472 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PANVIEW CAPITAL LTD initiated 5 new positions. They added to 5 existing positions. They trimmed 4 positions. Their current best-performing preview position is NOK with returns of +65.17%.
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14 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 APP APPLOVIN CORP | 15.41% | $395.42 | $305.77 | -22.67% | Trimmed -22.67% |
 CRWV COREWEAVE INC | 10.77% | $77.47 | $87.85 | +13.40% | Trimmed -31.48% |
 NOK NOKIA CORP | 10.37% | $8.04 | $10.21 | +26.97% | Trimmed -25.58% |
 NVDA NVIDIA CORPORATION | 9.08% | $174.40 | $214.76 | +23.14% | Trimmed -7.97% |
 GDX VANECK ETF TRUST | 8.01% | $42.51 | $102.83 | +141.90% | Added +26.10% |
 GDXJ VANECK ETF TRUST | 7.02% | $52.73 | $132.58 | +151.42% | Added +18.89% |
 ASML ASML HLDG NV | 6.98% | $1,989.44 | $1,763.76 | -11.34% | New Buy |
 MTSI MACOM TECH SOLUTIONS HLDGS I | 6.56% | $380.37 | $266.61 | -29.91% | New Buy |
 FORM FORMFACTOR INC | 6.44% | $159.93 | $114.16 | -28.62% | New Buy |
 VEON VEON LTD | 5.80% | $53.32 | $59.38 | +11.37% | Added +13.09% |
Showing 1-10 of 14