← Back to Discover
Panoramic Capital, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $232,421,036
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SEAGATE TECHNOLOGY HLDNGS PL · ORD SHS · G7997R103 · shares: $38,865,375
- ANTERIX INC · COM · 03676C100 · shares: $15,891,568
- NVIDIA CORPORATION · COM · 67066G104 · shares: $13,059,474
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $11,542,900
- HINGE HEALTH INC · CL A · 433313103 · shares: $11,293,395
- AXSOME THERAPEUTICS INC. · COM · 05464T104 · shares: $10,769,880
- AMAZON COM INC · COM · 023135106 · shares: $9,355,083
- HALOZYME THERAPEUTICS INC · COM · 40637H109 · shares: $9,111,880
- SHARONAI HOLDINGS INC · COM CL A · 778920306 · shares: $9,047,953
- CECO ENVIRONMENTAL CORP · COM · 125141101 · shares: $7,936,120
Reported holdings
43 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 40,275 shares | $38,865,375 |
| ANTERIX INC | COM | 03676C100 | — | 154,377 shares | $15,891,568 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 65,268 shares | $13,059,474 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 10,000 shares | $11,542,900 |
| HINGE HEALTH INC | CL A | 433313103 | — | 136,065 shares | $11,293,395 |
| AXSOME THERAPEUTICS INC. | COM | 05464T104 | — | 44,000 shares | $10,769,880 |
| AMAZON COM INC | COM | 023135106 | — | 39,251 shares | $9,355,083 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 | — | 116,416 shares | $9,111,880 |
| SHARONAI HOLDINGS INC | COM CL A | 778920306 | — | 106,874 shares | $9,047,953 |
| CECO ENVIRONMENTAL CORP | COM | 125141101 | — | 87,460 shares | $7,936,120 |
| FIVE BELOW INC | COM | 33829M101 | — | 42,798 shares | $7,694,652 |
| FIRST SOLAR INC | COM | 336433107 | — | 32,500 shares | $7,668,700 |
| ETON PHARMACEUTICALS INC | COM | 29772L108 | — | 208,192 shares | $7,536,550 |
| TWILIO INC | CL A | 90138F102 | — | 36,483 shares | $7,527,537 |
| CITI TRENDS INC | COM | 17306X102 | — | 122,500 shares | $7,085,400 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 24,501 shares | $6,235,505 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 5,645 shares | $4,843,749 |
| SALESFORCE INC | COM | 79466L302 | — | 25,000 shares | $3,916,500 |
| KURA SUSHI USA INC | CL A COM | 501270102 | — | 65,000 shares | $3,741,400 |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | — | 631,629 shares | $3,732,927 |
| MODINE MFG CO | COM | 607828100 | — | 12,866 shares | $3,435,479 |
| PORCH GROUP INC | COM | 733245104 | — | 189,900 shares | $2,856,096 |
| META PLATFORMS INC | CL A | 30303M102 | — | 5,000 shares | $2,816,450 |
| PULSE BIOSCIENCES INC | COM | 74587B101 | — | 98,054 shares | $2,719,037 |
| MAYVILLE ENGR CO INC | COM | 578605107 | — | 70,000 shares | $2,622,200 |
| DIGITAL TURBINE INC | COM NEW | 25400W102 | — | 195,000 shares | $2,515,500 |
| MONRO INC | COM | 610236101 | — | 143,663 shares | $2,458,074 |
| WAYFAIR INC | CL A | 94419L101 | — | 26,227 shares | $2,423,899 |
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 | — | 95,000 shares | $1,869,600 |
| KOPIN CORP | COM | 500600101 | — | 350,000 shares | $1,568,000 |
| BLEND LABS INC | CL A | 09352U108 | — | 772,689 shares | $1,321,298 |
| SAMSARA INC | COM CL A | 79589L106 | — | 40,000 shares | $1,297,200 |
| SILVACO GROUP INC | COM | 82728C102 | — | 75,000 shares | $1,034,250 |
| AIB DATA CENTERS INC | COM | 093919108 | — | 479,550 shares | $1,016,646 |
| COHERENT CORP | COM | 19247G107 | — | 2,500 shares | $986,175 |
| GUARDIAN METAL RES PLC | SPONSORED ADS | 401382106 | — | 70,000 shares | $980,700 |
| NEURAXIS INC | COM | 64134X201 | — | 115,000 shares | $840,650 |
| BOOST RUN INC | ORD SHS CL A | 09940T100 | — | 15,000 shares | $582,150 |
| AMTECH SYS INC | COM PAR $0.01N | 032332504 | — | 25,000 shares | $577,000 |
| THE ONCOLOGY INSTITUTE INC | COM | 68236X100 | — | 100,000 shares | $543,000 |
| MOBILEYE GLOBAL INC | COMMON CLASS A | 60741F104 | — | 50,000 shares | $484,000 |
| RANK ONE COMPUTING CORP | COM SHS | 753040104 | — | 76,681 shares | $404,109 |
| CYTOKINETICS INC | COM NEW | 23282W605 | — | 2,500 shares | $212,975 |