Holders — by stockHoldings — by fund
Panoramic Capital, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001950490
$232.4M
disclosed book value
43
positions
16.7%
largest position share
Positions, as of 2026-06-30
top 43 of 43 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SEAGATE TECHNOLOGY HLDNGS PL | 40,275 | $38.9M | 16.7% |
| 2 | ATEXANTERIX INC | 154,377 | $15.9M | 6.8% |
| 3 | NVDANVIDIA CORPORATION | 65,268 | $13.1M | 5.6% |
| 4 | MUMICRON TECHNOLOGY INC | 10,000 | $11.5M | 5% |
| 5 | HNGEHINGE HEALTH INC | 136,065 | $11.3M | 4.9% |
| 6 | AXSMAXSOME THERAPEUTICS INC. | 44,000 | $10.8M | 4.6% |
| 7 | AMZNAMAZON COM INC | 39,251 | $9.4M | 4% |
| 8 | HALOHALOZYME THERAPEUTICS INC | 116,416 | $9.1M | 3.9% |
| 9 | SHAZSHARONAI HOLDINGS INC | 106,874 | $9.0M | 3.9% |
| 10 | CECOCECO ENVIRONMENTAL CORP | 87,460 | $7.9M | 3.4% |
| 11 | FIVEFIVE BELOW INC | 42,798 | $7.7M | 3.3% |
| 12 | FSLRFIRST SOLAR INC | 32,500 | $7.7M | 3.3% |
| 13 | ETONETON PHARMACEUTICALS INC | 208,192 | $7.5M | 3.2% |
| 14 | TWLOTWILIO INC | 36,483 | $7.5M | 3.2% |
| 15 | CTRNCITI TRENDS INC | 122,500 | $7.1M | 3% |
| 16 | SNOWSNOWFLAKE INC | 24,501 | $6.2M | 2.7% |
| 17 | LITELUMENTUM HLDGS INC | 5,645 | $4.8M | 2.1% |
| 18 | CRMSALESFORCE INC | 25,000 | $3.9M | 1.7% |
| 19 | KRUSKURA SUSHI USA INC | 65,000 | $3.7M | 1.6% |
| 20 | PTONPELOTON INTERACTIVE INC | 631,629 | $3.7M | 1.6% |
| 21 | MODMODINE MFG CO | 12,866 | $3.4M | 1.5% |
| 22 | PRCHPORCH GROUP INC | 189,900 | $2.9M | 1.2% |
| 23 | METAMETA PLATFORMS INC | 5,000 | $2.8M | 1.2% |
| 24 | PLSEPULSE BIOSCIENCES INC | 98,054 | $2.7M | 1.2% |
| 25 | MECMAYVILLE ENGR CO INC | 70,000 | $2.6M | 1.1% |
| 26 | APPSDIGITAL TURBINE INC | 195,000 | $2.5M | 1.1% |
| 27 | MNROMONRO INC | 143,663 | $2.5M | 1.1% |
| 28 | WWAYFAIR INC | 26,227 | $2.4M | 1% |
| 29 | ZETAZETA GLOBAL HOLDINGS CORP | 95,000 | $1.9M | 0.8% |
| 30 | KOPNKOPIN CORP | 350,000 | $1.6M | 0.7% |
| 31 | BLNDBLEND LABS INC | 772,689 | $1.3M | 0.6% |
| 32 | IOTSAMSARA INC | 40,000 | $1.3M | 0.6% |
| 33 | SVCOSILVACO GROUP INC | 75,000 | $1.0M | 0.4% |
| 34 | AIBAIB DATA CENTERS INC | 479,550 | $1.0M | 0.4% |
| 35 | COHRCOHERENT CORP | 2,500 | $986,175 | 0.4% |
| 36 | GMTLGUARDIAN METAL RES PLC | 70,000 | $980,700 | 0.4% |
| 37 | NRXSNEURAXIS INC | 115,000 | $840,650 | 0.4% |
| 38 | BRUNBOOST RUN INC | 15,000 | $582,150 | 0.3% |
| 39 | ASYSAMTECH SYS INC | 25,000 | $577,000 | 0.2% |
| 40 | STLNTHE ONCOLOGY INSTITUTE INC | 100,000 | $543,000 | 0.2% |
| 41 | MBLYMOBILEYE GLOBAL INC | 50,000 | $484,000 | 0.2% |
| 42 | ROCRANK ONE COMPUTING CORP | 76,681 | $404,109 | 0.2% |
| 43 | CYTKCYTOKINETICS INC | 2,500 | $212,975 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.