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Disclosery

13F-HR filed by Panoramic Capital, LLC

Panoramic Capital, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 43 holding rows worth $187,720,832.

Accession
0001879202-25-000008
Filer
CIK 1950490
Filed
2025-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 43 entries on the cover page, a total value of $187,720,832 stated on the cover page (in dollars after the unit check, H1), rows summing to $187,720,832 with VALUE read as dollars as filed, 13F file number 028-25317. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
INVESCO QQQ TR46090E103COM80,000$40,898,400dollars as filedput
SPY78462F103SHS36,000$21,098,880dollars as filedput
META PLATFORMS INC CL A30303M102COM16,478$9,648,034dollars as filed
NVIDIA Corp67066G104COM58,868$7,905,384dollars as filed
Netflix, Inc64110L106COM8,832$7,872,139dollars as filed
Eli Lilly and Company532457108COM7,681$5,929,732dollars as filed
DATADOGINCCLASSA23804L103STOK41,282$5,898,785dollars as filed
FIVE BELOW INC COM33829M101Stock53,436$5,608,642dollars as filed
CRH PLC ORDG25508105Stock59,002$5,458,865dollars as filed
SEMTECH CORP COM816850101Stock84,581$5,231,335dollars as filed
Amazon.com, Inc023135106COM23,379$5,129,118dollars as filed
MODINE MFG CO COM607828100Stock43,622$5,057,099dollars as filed
Microsoft Corp594918104COM11,035$4,651,253dollars as filed
EOG RES INC COM26875P101Stock34,717$4,255,610dollars as filed
Fidelity Wise Origin Bitcoin Fund315948109SHS48,354$3,944,719dollars as filed
GENEDX HOLDINGS CORP81663L200COM CL A51,294$3,942,457dollars as filed
TERADYNE INC COM880770102Stock25,000$3,148,000dollars as filed
Broadcom Inc.11135F101COM13,500$3,129,840dollars as filed
NUTANIX INC CL A67059N108Stock47,175$2,886,167dollars as filed
BLEND LABS INC09352U108CL A675,337$2,843,169dollars as filed
AEHR TEST SYSTEMS00760J108COMMON STOCK167,516$2,785,791dollars as filed
HALOZYME THERAPEUTICS INC COM40637H109Stock54,821$2,620,992dollars as filed
SENTINELONE INC81730H109CL A99,832$2,216,270dollars as filed
HUT 8 CORP44812J104COM107,388$2,200,380dollars as filed
THOR INDS INC885160101COM22,500$2,153,475dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock17,063$1,966,340dollars as filed
NEBIUS GROUP N.V.N97284108SHS CLASS A69,819$1,933,986dollars as filed
SIMILARWEB LTDM84137104SHS125,000$1,771,250dollars as filed
CAREDX INC14167L103COM78,061$1,671,286dollars as filed
CORE SCIENTIFIC INC NEW21874A106COM117,021$1,644,145dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS19,000$1,639,890dollars as filed
VISTRA CORP COM92840M102Stock10,000$1,378,700dollars as filed
TALEN ENERGY CORP COM87422Q109Stock6,821$1,374,227dollars as filed
SWEETGREEN INC87043Q108COM CL A39,790$1,275,667dollars as filed
NATIONAL CINEMEDIA INC635309206COMMON STOCK187,775$1,246,826dollars as filed
BURLINGTON STORES INC COM122017106Stock3,980$1,134,539dollars as filed
PELOTON INTERACTIVE INC70614W100CL A COM102,388$890,775dollars as filed
PULSE BIOSCIENCES INC74587B101COMMON STOCK48,571$845,621dollars as filed
RXSIGHT INC78349D107COM22,127$760,726dollars as filed
GRAIL INC384747101COM27,738$495,123dollars as filed
ARS PHARMACEUTICALS INC82835W108COM45,806$483,253dollars as filed
SELECTQUOTE INC816307300COM100,000$372,000dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock5,683$321,942dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001879202-25-000008this filing2025-02-14acceptance time not in the bulk data set