Panview Capital Ltd: NVIDIA CORPORATION (NVDA): Quarterly 13F Position History
As of Q2 2026, Panview Capital Ltd reported 257,697 shares of NVIDIA CORPORATION (NVDA), worth $51.6M and representing 9.1% of its 13F equity book. Quarter-over-quarter share count change: 22,303 (-8.0%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 257,697Shares Held (Latest Filing)
- $51.6MReported Market Value (Latest Filing)
- 9.1%Portfolio Weight (% of 13F Equity Book)
- 22,303Quarter-over-Quarter Share Change
- +$2.7MQuarter-over-Quarter Value Change
- 280,000Peak Reported Shares (Historical)
Recent initiation: Panview Capital Ltd first reported NVDA on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 257,697 | 22,303 | -8.0% | $51.6M | 9.1% | $200.1 |
| Q1 2026 | 280,000 | – | – | $48.8M | 10.5% | $174.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Panview Capital Ltd first disclose a NVDA position in 13F-HR filings?
Panview Capital Ltd first reported NVIDIA CORPORATION (NVDA) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Panview Capital Ltd's most recent quarter-over-quarter share-count change in NVDA?
Between Q1 2026 and Q2 2026, Panview Capital Ltd reduced its NVDA position by 22,303 shares (-8.0%), leaving 257,697 shares at a market value of $51.6M.
Does the implied price-per-share represent Panview Capital Ltd's cost basis in NVDA?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.