Panoramic Capital, LLC
Q2 2025 13F Holdings
- Locationlarkspur, CA
- Num holdings
37
- Value ($000)
$132,216
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001950490
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
STX SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | $15.62M | 12 % | 108,216 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $13.63M | 10 % | 86,250 | ||
META META PLATFORMS INC | CL A | 30303M102 | $9.44M | 7 % | 12,788 | ||
AMZN AMAZON COM INC | COM | 023135106 | $7.41M | 6 % | 33,765 | ||
AFRM AFFIRM HLDGS INC | COM CL A | 00827B106 | $5.36M | 4 % | 77,579 | ||
FIVE FIVE BELOW INC | COM | 33829M101 | $5.25M | 4 % | 40,000 | ||
LITE LUMENTUM HLDGS INC | COM | 55024U109 | $4.75M | 4 % | 50,000 | ||
HALO HALOZYME THERAPEUTICS INC | COM | 40637H109 | $4.68M | 4 % | 90,000 | ||
SNOW SNOWFLAKE INC | CL A | 833445109 | $4.48M | 3 % | 20,000 | ||
MRVL MARVELL TECHNOLOGY INC | COM | 573874104 | $4.06M | 3 % | 52,500 |
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