Panoramic Capital, LLC
44 holdingsFiling period: 2026-06-30Current AUM: $225.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Seagate Technology Hldngs PL | 40.3K | $38.9M | $38.9M | 17.24% | +1.8K | 2026-06-30 |
| 2 | ATEX | Anterix Inc | 154.4K | $15.9M | $11.3M | 5.01% | +19.4K | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 65.3K | $13.1M | $13.9M | 6.14% | +40.3K | 2026-06-30 |
| 4 | MU | Micron Technology Inc | 10.0K | $11.5M | $8.6M | 3.80% | -- | 2026-06-30 |
| 5 | HNGE | Hinge Health Inc | 136.1K | $11.3M | $15.0M | 6.63% | +91.1K | 2026-06-30 |
| 6 | AXSM | Axsome Therapeutics Inc. | 44.0K | $10.8M | $6.9M | 3.05% | -- | 2026-06-30 |
| 7 | AMZN | Amazon.com Inc | 39.3K | $9.4M | $9.8M | 4.36% | +5.0K | 2026-06-30 |
| 8 | HALO | Halozyme Therapeutics Inc | 116.4K | $9.1M | $14.5M | 6.43% | -- | 2026-06-30 |
| 9 | SHAZ | Sharonai Holdings Inc | 106.9K | $9.0M | $2.5M | 1.12% | +86.9K | 2026-06-30 |
| 10 | SHAZ | Sharonai Holdings Inc | 106.9K | $9.0M | $2.5M | 1.12% | +86.9K | 2026-06-30 |
| 11 | CECO | Ceco Environmental Corp | 87.5K | $7.9M | $4.5M | 2.00% | +20.9K | 2026-06-30 |
| 12 | FIVE | Five Below Inc | 42.8K | $7.7M | $9.7M | 4.29% | +3.5K | 2026-06-30 |
| 13 | FSLR | First Solar Inc | 32.5K | $7.7M | $5.6M | 2.47% | -- | 2026-06-30 |
| 14 | ETON | Eton Pharmaceuticals Inc | 208.2K | $7.5M | $10.4M | 4.62% | +23.2K | 2026-06-30 |
| 15 | TWLO | Twilio Inc | 36.5K | $7.5M | $9.3M | 4.10% | -19,206 | 2026-06-30 |
| 16 | CTRN | Citi Trends Inc | 122.5K | $7.1M | $5.6M | 2.50% | -- | 2026-06-30 |
| 17 | SNOW | Snowflake Inc | 24.5K | $6.2M | $7.7M | 3.41% | +15.0K | 2026-06-30 |
| 18 | LITE | Lumentum Hldgs Inc | 5.6K | $4.8M | $4.2M | 1.88% | -13,541 | 2026-06-30 |
| 19 | CRM | Salesforce Inc | 25.0K | $3.9M | $6.3M | 2.77% | -- | 2026-06-30 |
| 20 | KRUS | Kura Sushi USA Inc | 65.0K | $3.7M | $2.2M | 0.99% | +15.0K | 2026-06-30 |
| 21 | PTON | Peloton Interactive Inc | 631.6K | $3.7M | $3.4M | 1.53% | +100.0K | 2026-06-30 |
| 22 | MOD | Modine Mfg Co | 12.9K | $3.4M | $1.7M | 0.77% | -13,374 | 2026-06-30 |
| 23 | PRCH | Porch Group Inc | 189.9K | $2.9M | $3.4M | 1.51% | -80,000 | 2026-06-30 |
| 24 | META | Meta Platforms Inc | 5.0K | $2.8M | $3.2M | 1.44% | -- | 2026-06-30 |
| 25 | PLSE | Pulse Biosciences Inc | 98.1K | $2.7M | $5.2M | 2.29% | +40.0K | 2026-06-30 |
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