§ 13F · FUND PROFILE
Panoramic Capital, LLC.
AUM · $158M (13F)Positions · 42Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$57M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 40K | $39M | 16.7% | +5% |
| 2 | ATEX | ANTERIX INC | 154K | $16M | 6.8% | +14% |
| 3 | NVDA | NVIDIA CORPORATION | 65K | $13M | 5.6% | +161% |
| 4 | MU | MICRON TECHNOLOGY INC | 10K | $12M | 5.0% | NEW |
| 5 | HNGE | HINGE HEALTH INC | 136K | $11M | 4.9% | +202% |
| 6 | AXSM | AXSOME THERAPEUTICS INC. | 44K | $11M | 4.6% | NEW |
| 7 | AMZN | AMAZON COM INC | 39K | $9M | 4.0% | +15% |
| 8 | HALO | HALOZYME THERAPEUTICS INC | 116K | $9M | 3.9% | ±0% |
| 9 | SHAZ | SHARONAI HOLDINGS INC | 107K | $9M | 3.9% | +434% |
| 10 | CECO | CECO ENVIRONMENTAL CORP | 87K | $8M | 3.4% | +31% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PANORAMIC SIGNAL
AC read
Panoramic Capital, LLC is a Other fund managing $158 million in assets. The fund runs a portfolio of 42 positions.
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