Panoramic Capital, LLC: 13F holdings
CIK 19504902026Q2
| Positions | 43 |
|---|
| Reported value | $232.4m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 43 (+5 vs prior quarter) |
|---|
| Reported value | $232.4m (+63.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SEAGATE TECHNOLOGY HLDNGS PL | 40,275 | $38.9m | 16.7% |
| ATEX ANTERIX INC | 154,377 | $15.9m | 6.8% |
| NVDA NVIDIA CORPORATION | 65,268 | $13.1m | 5.6% |
| MU MICRON TECHNOLOGY INC | 10,000 | $11.5m | 5.0% |
| HNGE HINGE HEALTH INC | 136,065 | $11.3m | 4.9% |
| AXSM AXSOME THERAPEUTICS INC. | 44,000 | $10.8m | 4.6% |
| AMZN AMAZON COM INC | 39,251 | $9.4m | 4.0% |
| HALO HALOZYME THERAPEUTICS INC | 116,416 | $9.1m | 3.9% |
| SHARONAI HOLDINGS INC | 106,874 | $9.0m | 3.9% |
| CECO CECO ENVIRONMENTAL CORP | 87,460 | $7.9m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1950490")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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