13F-HR filed by Panoramic Capital, LLC
Panoramic Capital, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 37 holding rows worth $132,215,695.
- Accession
- 0001879202-25-000035
- Filer
- CIK 1950490
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 37 entries on the cover page, a total value of $132,215,695 stated on the cover page (in dollars after the unit check, H1), rows summing to $132,215,695 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 108,216 | $15,618,815 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 86,250 | $13,626,638 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 12,788 | $9,438,695 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 33,765 | $7,407,703 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 77,579 | $5,363,812 | dollars as filed | |
| FIVE BELOW INC COM | 33829M101 | Stock | 40,000 | $5,247,200 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 50,000 | $4,753,000 | dollars as filed | |
| HALOZYME THERAPEUTICS INC COM | 40637H109 | Stock | 90,000 | $4,681,800 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 20,000 | $4,475,400 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 52,500 | $4,063,500 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 25,000 | $3,800,000 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 38,569 | $3,799,047 | dollars as filed | |
| UNIVERSAL DISPLAY CORP | 91347P105 | COM | 23,000 | $3,552,580 | dollars as filed | |
| OLLIES BARGAIN OUTLET HLDGS | 681116109 | COM | 26,000 | $3,426,280 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 2,542 | $3,404,068 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 15,000 | $3,279,450 | dollars as filed | |
| WAYFAIR INC | 94419L101 | CL A | 60,000 | $3,068,400 | dollars as filed | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 12,000 | $2,798,520 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 39,000 | $2,744,430 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 29,665 | $2,723,247 | dollars as filed | |
| GFL ENVIRONMENTAL INC SUB VTG SHS | 36168Q104 | Stock | 52,000 | $2,623,920 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U302 | COM NEW | 50,000 | $2,450,500 | dollars as filed | call |
| EOG RES INC COM | 26875P101 | Stock | 20,455 | $2,446,623 | dollars as filed | |
| LIFE TIME GROUP HOLDINGS INC COMMON STOCK | 53190C102 | Stock | 77,500 | $2,350,575 | dollars as filed | |
| BLEND LABS INC | 09352U108 | CL A | 639,090 | $2,108,997 | dollars as filed | |
| DOMO INC | 257554105 | COM CL B | 140,000 | $1,955,800 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 270,000 | $1,873,800 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 15,000 | $1,865,400 | dollars as filed | |
| MAGNITE INC COM | 55955D100 | Stock | 70,000 | $1,688,400 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 7,000 | $1,663,060 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,600 | $1,247,248 | dollars as filed | |
| CORMEDIX INC COM | 21900C308 | Stock | 50,000 | $616,000 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 10,000 | $553,300 | dollars as filed | |
| EVOLV TECHNOLOGIES HLDNGS IN | 30049H102 | COM CL A | 85,000 | $530,400 | dollars as filed | |
| VISHAY PRECISION GROUP INC | 92835K103 | COM | 15,000 | $421,500 | dollars as filed | |
| PULSE BIOSCIENCES INC | 74587B101 | COMMON STOCK | 26,361 | $397,787 | dollars as filed | |
| THREDUP INC CLASS A | 88556E102 | COMMON STOCK | 20,000 | $149,800 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001879202-25-000035 | this filing | 2025-08-14 | acceptance time not in the bulk data set |