13F-HR filed by Panoramic Capital, LLC
Panoramic Capital, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 43 holding rows worth $232,421,036.
- Accession
- 0001950490-26-000007
- Filer
- CIK 1950490
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 43 entries on the cover page, a total value of $232,421,036 stated on the cover page (in dollars after the unit check, H1), rows summing to $232,421,036 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 | 40,275 | $38,865,375 | dollars as filed | |
| ANTERIX INC | 03676C100 | COMMON STOCK | 154,377 | $15,891,568 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 65,268 | $13,059,474 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 10,000 | $11,542,900 | dollars as filed | |
| HINGE HEALTH INC A | 433313103 | COMMON STOCK | 136,065 | $11,293,395 | dollars as filed | |
| AXSOME THERAPEUTICS INC. COM | 05464T104 | Stock | 44,000 | $10,769,880 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 39,251 | $9,355,083 | dollars as filed | |
| HALOZYME THERAPEUTICS INC COM | 40637H109 | Stock | 116,416 | $9,111,880 | dollars as filed | |
| SHARONAI HOLDINGS INC | 778920306 | COMMON STOCK | 106,874 | $9,047,953 | dollars as filed | |
| CECO ENVIRONMENTAL CORP | 125141101 | COM | 87,460 | $7,936,120 | dollars as filed | |
| FIVE BELOW INC COM | 33829M101 | Stock | 42,798 | $7,694,652 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 32,500 | $7,668,700 | dollars as filed | |
| ETON PHARMACEUTICALS INC | 29772L108 | COMMON STOCK | 208,192 | $7,536,550 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 36,483 | $7,527,537 | dollars as filed | |
| CITI TRENDS INC | 17306X102 | COMMON STOCK | 122,500 | $7,085,400 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 24,501 | $6,235,505 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 5,645 | $4,843,749 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 25,000 | $3,916,500 | dollars as filed | |
| KURA SUSHI USA INC | 501270102 | CL A COM | 65,000 | $3,741,400 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 631,629 | $3,732,927 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 12,866 | $3,435,479 | dollars as filed | |
| PORCH GROUP INC | 733245104 | COM | 189,900 | $2,856,096 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 5,000 | $2,816,450 | dollars as filed | |
| PULSE BIOSCIENCES INC | 74587B101 | COMMON STOCK | 98,054 | $2,719,037 | dollars as filed | |
| MAYVILLE ENGINEERING CO INC | 578605107 | COMMON STOCK | 70,000 | $2,622,200 | dollars as filed | |
| DIGITAL TURBINE INC | 25400W102 | COM NEW | 195,000 | $2,515,500 | dollars as filed | |
| MONRO INC | 610236101 | COMMON STOCK | 143,663 | $2,458,074 | dollars as filed | |
| WAYFAIR INC | 94419L101 | CL A | 26,227 | $2,423,899 | dollars as filed | |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 95,000 | $1,869,600 | dollars as filed | |
| KOPIN CORP | 500600101 | COMMON STOCK | 350,000 | $1,568,000 | dollars as filed | |
| BLEND LABS INC | 09352U108 | CL A | 772,689 | $1,321,298 | dollars as filed | |
| SAMSARA INC COM CL A | 79589L106 | Stock | 40,000 | $1,297,200 | dollars as filed | |
| SILVACO GROUP INC | 82728C102 | COMMON STOCK | 75,000 | $1,034,250 | dollars as filed | |
| AIB DATA CENTERS INC | 093919108 | COM | 479,550 | $1,016,646 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 2,500 | $986,175 | dollars as filed | |
| GUARDIAN METAL RES PLC | 401382106 | CMN | 70,000 | $980,700 | dollars as filed | |
| NEURAXIS INC | 64134X201 | COM | 115,000 | $840,650 | dollars as filed | |
| BOOST RUN INC | 09940T100 | CMN | 15,000 | $582,150 | dollars as filed | |
| AMTECH SYSTEMS INC | 032332504 | COMMON STOCK | 25,000 | $577,000 | dollars as filed | |
| STARLING ONCOLOGY INC | 68236X100 | COMMON STOCK | 100,000 | $543,000 | dollars as filed | |
| MOBILEYE GLOBAL INC | 60741F104 | COMMON CLASS A | 50,000 | $484,000 | dollars as filed | |
| RANK ONE COMPUTING CORP | 753040104 | COM SHS | 76,681 | $404,109 | dollars as filed | |
| CYTOKINETICS INC | 23282W605 | COM NEW | 2,500 | $212,975 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001950490-26-000007 | this filing | 2026-08-14 | acceptance time not in the bulk data set |