Jesse Lentchner

Panview Capital Ltd

Assets Managed

$467.217M

Holdings

Last Quarter

2026 - Q1

Filed Date

12d ago

Growth Rate

67.79%(2Q avg: 43.12%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Panview Capital Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 12 positions.

Assets under management

The assets under management (AUM) of Panview Capital Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 467.217M in assets, with a quarterly growth rate of 67.79% and a 2-quarter average growth rate of 43.12%. The portfolio is managed by Jesse Lentchner, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
APP Applovin Corp-class A Recent Activity Increased 133.77%	18.72%	$87.434M 219,684 shares@ $398.0 avg price	Increased 133.77%
CRWV Coreweave Inc-cl A Recent Activity New Position	14.87%	$69.472M 896,762 shares@ $77.47 avg price	New Position
NVDA Nvidia Corp Recent Activity New Position	10.46%	$48.832M 280,000 shares@ $174.4 avg price	New Position
NOK Nokia Corp-spon Adr Recent Activity New Position	10.26%	$47.926M 5.961M shares@ $8.04 avg price	New Position
GDX Vaneck Gold Miners Etf Recent Activity Decreased -16.59%	9.4%	$43.879M 478,146 shares@ $91.77 avg price	Decreased -16.59%
GDXJ Vaneck Junior Gold Miners Recent Activity Decreased -20.27%	8.78%	$40.977M 341,365 shares@ $120.05 avg price	Decreased -20.27%
INTC Intel Corp Recent Activity New Position	7.67%	$35.795M 811,115 shares@ $44.14 avg price	New Position
EQT Eqt Corp Recent Activity Decreased -2.07%	6.44%	$30.076M 472,600 shares@ $63.64 avg price	Decreased -2.07%
VEON Veon Ltd Recent Activity Increased 8.29%	5.53%	$25.817M 557,612 shares@ $46.31 avg price	Increased 8.29%
DOLE Dole Plc Recent Activity Decreased -5.31%	4.15%	$19.375M 1.356M shares@ $14.3 avg price	Decreased -5.31%

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