Panoramic Capital as of June 30, 2026
Portfolio Holdings for Panoramic Capital
Panoramic Capital holds 43 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 16.7 | $39M | 40k | 965.00 | |
| Anterix Inc. Atex (ATEX) | 6.8 | $16M | 154k | 102.94 | |
| NVIDIA Corporation (NVDA) | 5.6 | $13M | 65k | 200.09 | |
| Micron Technology (MU) | 5.0 | $12M | 10k | 1154.29 | |
| Hinge Health Cl A (HNGE) | 4.9 | $11M | 136k | 83.00 | |
| Axsome Therapeutics (AXSM) | 4.6 | $11M | 44k | 244.77 | |
| Amazon (AMZN) | 4.0 | $9.4M | 39k | 238.34 | |
| Halozyme Therapeutics (HALO) | 3.9 | $9.1M | 116k | 78.27 | |
| Sharonai Holdings Com Cl A (SHAZ) | 3.9 | $9.0M | 107k | 84.66 | |
| CECO Environmental (CECO) | 3.4 | $7.9M | 88k | 90.74 | |
| Five Below (FIVE) | 3.3 | $7.7M | 43k | 179.79 | |
| First Solar (FSLR) | 3.3 | $7.7M | 33k | 235.96 | |
| Eton Pharmaceuticals (ETON) | 3.2 | $7.5M | 208k | 36.20 | |
| Twilio Cl A (TWLO) | 3.2 | $7.5M | 37k | 206.33 | |
| Citi Trends (CTRN) | 3.0 | $7.1M | 123k | 57.84 | |
| Snowflake Com Shs (SNOW) | 2.7 | $6.2M | 25k | 254.50 | |
| Lumentum Hldgs (LITE) | 2.1 | $4.8M | 5.6k | 858.06 | |
| salesforce (CRM) | 1.7 | $3.9M | 25k | 156.66 | |
| Kura Sushi Usa Cl A Com (KRUS) | 1.6 | $3.7M | 65k | 57.56 | |
| Peloton Interactive Cl A Com (PTON) | 1.6 | $3.7M | 632k | 5.91 | |
| Modine Manufacturing (MOD) | 1.5 | $3.4M | 13k | 267.02 | |
| Porch Group (PRCH) | 1.2 | $2.9M | 190k | 15.04 | |
| Meta Platforms Cl A (META) | 1.2 | $2.8M | 5.0k | 563.29 | |
| Pulse Biosciences (PLSE) | 1.2 | $2.7M | 98k | 27.73 | |
| Mayville Engineering (MEC) | 1.1 | $2.6M | 70k | 37.46 | |
| Digital Turbine Com New (APPS) | 1.1 | $2.5M | 195k | 12.90 | |
| Monro Muffler Brake (MNRO) | 1.1 | $2.5M | 144k | 17.11 | |
| Wayfair Cl A (W) | 1.0 | $2.4M | 26k | 92.42 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 0.8 | $1.9M | 95k | 19.68 | |
| Kopin Corporation (KOPN) | 0.7 | $1.6M | 350k | 4.48 | |
| Blend Labs Cl A (BLND) | 0.6 | $1.3M | 773k | 1.71 | |
| Samsara Com Cl A (IOT) | 0.6 | $1.3M | 40k | 32.43 | |
| Silvaco Group (SVCO) | 0.4 | $1.0M | 75k | 13.79 | |
| Blockchain Digital Infrstr I (AIB) | 0.4 | $1.0M | 480k | 2.12 | |
| Coherent Corp (COHR) | 0.4 | $986k | 2.5k | 394.47 | |
| Guardian Metal Res Sponsored Ads (GMTL) | 0.4 | $981k | 70k | 14.01 | |
| Neuraxis (NRXS) | 0.4 | $841k | 115k | 7.31 | |
| Boost Run Ord Shs Cl A | 0.3 | $582k | 15k | 38.81 | |
| Amtech Sys Com Par $0.01n (ASYS) | 0.2 | $577k | 25k | 23.08 | |
| Oncology Institu (TOI) | 0.2 | $543k | 100k | 5.43 | |
| Mobileye Global Common Class A (MBLY) | 0.2 | $484k | 50k | 9.68 | |
| Rank One Computing Corp Com Shs (ROC) | 0.2 | $404k | 77k | 5.27 | |
| Cytokinetics Com New (CYTK) | 0.1 | $213k | 2.5k | 85.19 |
