13F-HR filed by Panoramic Capital, LLC
Panoramic Capital, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 38 holding rows worth $142,415,485.
- Accession
- 0001950490-26-000004
- Filer
- CIK 1950490
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 38 entries on the cover page, a total value of $142,415,485 stated on the cover page (in dollars after the unit check, H1), rows summing to $142,415,485 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 | 38,476 | $15,073,358 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 19,186 | $13,483,153 | dollars as filed | |
| FIVE BELOW INC COM | 33829M101 | Stock | 39,298 | $8,978,807 | dollars as filed | |
| HALOZYME THERAPEUTICS INC COM | 40637H109 | Stock | 116,416 | $7,523,966 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 34,251 | $7,133,456 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 55,689 | $7,006,790 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 60,200 | $5,788,230 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 26,240 | $5,686,470 | dollars as filed | |
| ANTERIX INC | 03676C100 | COMMON STOCK | 135,000 | $5,155,650 | dollars as filed | |
| WAYFAIR INC | 94419L101 | CL A | 66,227 | $4,980,933 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 5,231 | $4,811,317 | dollars as filed | |
| ETON PHARMACEUTICALS INC | 29772L108 | COMMON STOCK | 185,000 | $4,565,800 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 24,986 | $4,357,558 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 15,000 | $4,256,400 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 28,104 | $4,113,301 | dollars as filed | |
| CECO ENVIRONMENTAL CORP | 125141101 | COM | 66,566 | $3,966,002 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 57,500 | $3,560,400 | dollars as filed | |
| KURA SUSHI USA INC | 501270102 | CL A COM | 50,000 | $3,489,500 | dollars as filed | |
| MONRO INC | 610236101 | COMMON STOCK | 178,663 | $2,865,755 | dollars as filed | |
| MAYVILLE ENGINEERING CO INC | 578605107 | COMMON STOCK | 140,000 | $2,513,000 | dollars as filed | |
| WOLFSPEED INC | 97785W106 | COMMON STOCK | 140,000 | $2,284,800 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 531,629 | $2,280,688 | dollars as filed | |
| PORCH GROUP INC | 733245104 | COM | 269,900 | $1,935,183 | dollars as filed | |
| NPK INTERNATIONAL INC | 651718504 | COMMON STOCK | 127,754 | $1,851,155 | dollars as filed | |
| HINGE HEALTH INC A | 433313103 | COMMON STOCK | 45,000 | $1,735,200 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 7,500 | $1,483,425 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 9,501 | $1,432,941 | dollars as filed | |
| NEURAXIS INC | 64134X201 | COM | 190,000 | $1,406,000 | dollars as filed | |
| NORDIC AMERICAN TANKERS LIMI | G65773106 | COM | 225,000 | $1,318,500 | dollars as filed | |
| BLEND LABS INC | 09352U108 | CL A | 772,689 | $1,313,571 | dollars as filed | |
| PULSE BIOSCIENCES INC | 74587B101 | COMMON STOCK | 58,054 | $1,253,386 | dollars as filed | |
| RANK ONE COMPUTING CORP | 753040104 | COM SHS | 175,000 | $1,223,250 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 10,100 | $904,859 | dollars as filed | |
| EVOLV TECHNOLOGIES HLDNGS IN | 30049H102 | COM CL A | 133,619 | $808,395 | dollars as filed | |
| MDXHEALTH SA | B5950S113 | SHS NEW | 238,668 | $548,936 | dollars as filed | |
| LIGHTWAVE LOGIC INC | 532275104 | COM | 75,000 | $527,250 | dollars as filed | |
| SHARONAI HOLDINGS INC | 778920306 | COMMON STOCK | 20,000 | $454,600 | dollars as filed | |
| MOBILEYE GLOBAL INC | 60741F104 | COMMON CLASS A | 50,000 | $343,500 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001950490-26-000004 | this filing | 2026-05-15 | acceptance time not in the bulk data set |