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Panoramic Capital, LLC 13F holdings

Filed 2026-08-14 · Panoramic Capital, LLC · 43 positions · $232.4M

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TickerCompanySharesValue% of portfolio
STXSEAGATE TECHNOLOGY HLDNGS PL40.3K$38.9M16.7%
ATEXANTERIX INC154.4K$15.9M6.8%
NVDANVIDIA CORPORATION65.3K$13.1M5.6%
MUMICRON TECHNOLOGY INC10.0K$11.5M5.0%
HNGEHINGE HEALTH INC136.1K$11.3M4.9%
AXSMAXSOME THERAPEUTICS INC.44.0K$10.8M4.6%
AMZNAMAZON COM INC39.3K$9.4M4.0%
HALOHALOZYME THERAPEUTICS INC116.4K$9.1M3.9%
SHAZSHARONAI HOLDINGS INC106.9K$9.0M3.9%
CECOCECO ENVIRONMENTAL CORP87.5K$7.9M3.4%
FIVEFIVE BELOW INC42.8K$7.7M3.3%
FSLRFIRST SOLAR INC32.5K$7.7M3.3%
ETONETON PHARMACEUTICALS INC208.2K$7.5M3.2%
TWLOTWILIO INC36.5K$7.5M3.2%
CTRNCITI TRENDS INC122.5K$7.1M3.0%
SNOWSNOWFLAKE INC24.5K$6.2M2.7%
LITELUMENTUM HLDGS INC5.6K$4.8M2.1%
CRMSALESFORCE INC25.0K$3.9M1.7%
KRUSKURA SUSHI USA INC65.0K$3.7M1.6%
PTONPELOTON INTERACTIVE INC631.6K$3.7M1.6%
MODMODINE MFG CO12.9K$3.4M1.5%
PRCHPORCH GROUP INC189.9K$2.9M1.2%
METAMETA PLATFORMS INC5.0K$2.8M1.2%
PLSEPULSE BIOSCIENCES INC98.1K$2.7M1.2%
MECMAYVILLE ENGR CO INC70.0K$2.6M1.1%
APPSDIGITAL TURBINE INC195.0K$2.5M1.1%
MNROMONRO INC143.7K$2.5M1.1%
WWAYFAIR INC26.2K$2.4M1.0%
ZETAZETA GLOBAL HOLDINGS CORP95.0K$1.9M0.8%
KOPNKOPIN CORP350.0K$1.6M0.7%
BLNDBLEND LABS INC772.7K$1.3M0.6%
IOTSAMSARA INC40.0K$1.3M0.6%
SVCOSILVACO GROUP INC75.0K$1.0M0.4%
—AIB DATA CENTERS INC479.6K$1.0M0.4%
COHRCOHERENT CORP2.5K$986,1750.4%
—GUARDIAN METAL RES PLC70.0K$980,7000.4%
—NEURAXIS INC115.0K$840,6500.4%
BRUNBOOST RUN INC15.0K$582,1500.3%
ASYSAMTECH SYS INC25.0K$577,0000.2%
STLNTHE ONCOLOGY INSTITUTE INC100.0K$543,0000.2%
MBLYMOBILEYE GLOBAL INC50.0K$484,0000.2%
—RANK ONE COMPUTING CORP76.7K$404,1090.2%
CYTKCYTOKINETICS INC2.5K$212,9750.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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