Portfolio (Quarterly) Guide ↗

Panview Capital Ltd

· CIK 0002035224

13F Portfolio $568M AUM 14 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 5 Added 4 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	INTC	INTEL CORP	Technology	811,115	$35.8M	7.66%	SOLD
2	FUTU	FUTU HLDGS LTD	Financial Services	90,000	$12.3M	2.63%	SOLD
3	MPC	MARATHON PETE CORP	Energy	21,805	$5.3M	1.14%	SOLD

Sector Allocation

Technology 84.4%

Energy 10.3%

Consumer Defensive 5.2%