Panoramic Capital, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Panoramic Capital, LLC held in its portfolio 38 assets valued at $186,335,493 (i.e. $186.34M).
The most valuable assets in the portfolio included: LUMENTUM HLDGS INC ($28.16M), NVIDIA CORPORATION ($18.29M), and SEAGATE TECHNOLOGY HLDNGS PL ($14.84M).
The chart below shows the top 10 valuable assets, and the table below shows the top 38 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Panoramic Capital, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| LUMENTUM HLDGS INC | 76386 | 28155116 | COM |
| NVIDIA CORPORATION | 98086 | 18293039 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 53876 | 14836912 | ORD SHS |
| WAYFAIR INC | 93727 | 9411128 | CL A |
| FIVE BELOW INC | 49798 | 9379951 | COM |
| AMAZON COM INC | 36251 | 8367456 | COM |
| HALOZYME THERAPEUTICS INC | 122416 | 8238597 | COM |
| MODINE MFG CO | 51240 | 6841052 | COM |
| BOOT BARN HLDGS INC | 34104 | 6018333 | COM |
| TWILIO INC | 40689 | 5787603 | CL A |
| ALPHABET INC | 18000 | 5648400 | CAP STK CL C |
| BIRKENSTOCK HOLDING PLC | 110000 | 4499000 | COM SHS |
| SNOWFLAKE INC | 20501 | 4497099 | COM SHS |
| CRH PLC | 34748 | 4336550 | ORD |
| CITIGROUP INC | 36818 | 4296292 | COM NEW |
| BRAZE INC | 124652 | 4274317 | COM CL A |
| ELI LILLY & CO | 3281 | 3526025 | COM |
| AFFIRM HLDGS INC | 45377 | 3377410 | COM CL A |
| PELOTON INTERACTIVE INC | 501629 | 3090035 | CL A COM |
| NETFLIX INC | 32700 | 3065952 | COM |
| MONRO INC | 143663 | 2879007 | COM |
| CECO ENVIRONMENTAL CORP | 46566 | 2786975 | COM |
| FIRST SOLAR INC | 10364 | 2707388 | COM |
| ROSS STORES INC | 15000 | 2702100 | COM |
| INDIVIOR PLC | 75035 | 2692256 | ORD |
| NPK INTERNATIONAL INC | 202754 | 2416828 | COM SHS |
| CLEARWATER ANALYTICS HLDGS I | 100000 | 2412000 | CL A |
| BLEND LABS INC | 697689 | 2120975 | CL A |
| MIAMI INTL HLDGS INC | 46087 | 2045341 | COM |
| CHIPOTLE MEXICAN GRILL INC | 50000 | 1850000 | COM |
| NEBIUS GROUP N.V. | 18500 | 1548543 | SHS CLASS A |
| MDXHEALTH SA | 238668 | 852045 | SHS NEW |
| EVOLV TECHNOLOGIES HLDNGS IN | 108619 | 777712 | COM CL A |
| NEURAXIS INC | 165000 | 749100 | COM |
| CHIME FINL INC | 25000 | 629250 | COM SHS CL A |
| PULSE BIOSCIENCES INC | 38054 | 522481 | COM |
| LIGHTWAVE LOGIC INC | 150000 | 486000 | COM |
| BLOOM ENERGY CORP | 2500 | 217225 | COM CL A |
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