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Panoramic Capital, LLC

Q1 2026 13F Holdings

  • Location
    larkspur, CA
  • Num holdings

    38

  • Value ($000)

    $142,415

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001950490
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
STX

SEAGATE TECHNOLOGY HLDNGS PL

ORD SHS
G7997R103
$15.07M
11 %

38,476

L
LITE

LUMENTUM HLDGS INC

COM
55024U109
$13.48M
10 %

19,186

F
FIVE

FIVE BELOW INC

COM
33829M101
$8.98M
6 %

39,298

H
HALO

HALOZYME THERAPEUTICS INC

COM
40637H109
$7.52M
5 %

116,416

A
AMZN

AMAZON COM INC

COM
023135106
$7.13M
5 %

34,251

T
TWLO

TWILIO INC

CL A
90138F102
$7.01M
5 %

55,689

N
NFLX

NETFLIX INC.

COM
64110L106
$5.79M
4 %

60,200

M
MOD

MODINE MFG CO

COM
607828100
$5.69M
4 %

26,240

A
ATEX

ANTERIX INC

COM
03676C100
$5.16M
4 %

135,000

W
W

WAYFAIR INC

CL A
94419L101
$4.98M
4 %

66,227

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