Panoramic Capital, LLC
- SEC CIK
- 0001950490
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC
- Positions
- 43
- +5 vs. Q1 2026
- Total value
- $232.42M
- +$90.01M (+63.2%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 40,275 | $38.87M | 16.72% | +1,799+4.7% | Added | View |
| ATEXANTERIX INC | COM | 154,377 | $15.89M | 6.84% | +19,377+14.4% | Added | View |
| NVDANVIDIA CORPORATION COM | Stock | 65,268 | $13.06M | 5.62% | +40,282+161.2% | Added | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 10,000 | $11.54M | 4.97% | +10,000 | New | View |
| HNGEHINGE HEALTH INC | CL A | 136,065 | $11.29M | 4.86% | +91,065+202.4% | Added | View |
| AXSMAXSOME THERAPEUTICS INC. | COM | 44,000 | $10.77M | 4.63% | +44,000 | New | View |
| AMZNAMAZON COM INC COM | Stock | 39,251 | $9.36M | 4.03% | +5,000+14.6% | Added | View |
| HALOHALOZYME THERAPEUTICS INC | COM | 116,416 | $9.11M | 3.92% | 00.0% | Unchanged | View |
| SHAZSHARONAI HOLDINGS INC | COM CL A | 106,874 | $9.05M | 3.89% | +86,874+434.4% | Added | View |
| CECOCECO ENVIRONMENTAL CORP | COM | 87,460 | $7.94M | 3.41% | +20,894+31.4% | Added | View |
| FIVEFIVE BELOW INC | COM | 42,798 | $7.69M | 3.31% | +3,500+8.9% | Added | View |
| FSLRFIRST SOLAR INC COM | Stock | 32,500 | $7.67M | 3.30% | +32,500 | New | View |
| ETONETON PHARMACEUTICALS INC | COM | 208,192 | $7.54M | 3.24% | +23,192+12.5% | Added | View |
| TWLOTWILIO INC | CL A | 36,483 | $7.53M | 3.24% | −19,206−34.5% | Reduced | View |
| CTRNCITI TRENDS INC | COM | 122,500 | $7.09M | 3.05% | +122,500 | New | View |
| SNOWSNOWFLAKE INC COM SHS | Stock | 24,501 | $6.24M | 2.68% | +15,000+157.9% | Added | View |
| LITELUMENTUM HLDGS INC | COM | 5,645 | $4.84M | 2.08% | −13,541−70.6% | Reduced | View |
| CRMSALESFORCE INC COM | Stock | 25,000 | $3.92M | 1.69% | +25,000 | New | View |
| KRUSKURA SUSHI USA INC | CL A COM | 65,000 | $3.74M | 1.61% | +15,000+30.0% | Added | View |
| PTONPELOTON INTERACTIVE INC | CL A COM | 631,629 | $3.73M | 1.61% | +100,000+18.8% | Added | View |
| MODMODINE MFG CO | COM | 12,866 | $3.44M | 1.48% | −13,374−51.0% | Reduced | View |
| PRCHPORCH GROUP INC | COM | 189,900 | $2.86M | 1.23% | −80,000−29.6% | Reduced | View |
| METAMETA PLATFORMS INC CL A | Stock | 5,000 | $2.82M | 1.21% | +5,000 | New | View |
| PLSEPULSE BIOSCIENCES INC | COM | 98,054 | $2.72M | 1.17% | +40,000+68.9% | Added | View |
| MECMAYVILLE ENGR CO INC | COM | 70,000 | $2.62M | 1.13% | −70,000−50.0% | Reduced | View |
| APPSDIGITAL TURBINE INC | COM NEW | 195,000 | $2.52M | 1.08% | +195,000 | New | View |
| MNROMONRO INC | COM | 143,663 | $2.46M | 1.06% | −35,000−19.6% | Reduced | View |
| WWAYFAIR INC | CL A | 26,227 | $2.42M | 1.04% | −40,000−60.4% | Reduced | View |
| ZETAZETA GLOBAL HOLDINGS CORP | CL A | 95,000 | $1.87M | 0.80% | +95,000 | New | View |
| KOPNKOPIN CORP | COM | 350,000 | $1.57M | 0.67% | +350,000 | New | View |
| BLNDBLEND LABS INC | CL A | 772,689 | $1.32M | 0.57% | 00.0% | Unchanged | View |
| IOTSAMSARA INC COM CL A | Stock | 40,000 | $1.3M | 0.56% | +40,000 | New | View |
| SVCOSILVACO GROUP INC | COM | 75,000 | $1.03M | 0.44% | +75,000 | New | View |
| AIBAIB DATA CENTERS INC | COM | 479,550 | $1.02M | 0.44% | +479,550 | New | View |
| COHRCOHERENT CORP | COM | 2,500 | $986.18K | 0.42% | +2,500 | New | View |
| GMTLGUARDIAN METAL RES PLC | SPONSORED ADS | 70,000 | $980.7K | 0.42% | +70,000 | New | View |
| NRXSNEURAXIS INC | COM | 115,000 | $840.65K | 0.36% | −75,000−39.5% | Reduced | View |
| BRUNBOOST RUN INC | ORD SHS CL A | 15,000 | $582.15K | 0.25% | +15,000 | New | View |
| ASYSAMTECH SYS INC | COM PAR $0.01N | 25,000 | $577K | 0.25% | +25,000 | New | View |
| STLNTHE ONCOLOGY INSTITUTE INC | COM | 100,000 | $543K | 0.23% | +100,000 | New | View |
| MBLYMOBILEYE GLOBAL INC COMMON CLASS A | Stock | 50,000 | $484K | 0.21% | 00.0% | Unchanged | View |
| ROCRANK ONE COMPUTING CORP | COM SHS | 76,681 | $404.11K | 0.17% | −98,319−56.2% | Reduced | View |
| CYTKCYTOKINETICS INC | COM NEW | 2,500 | $212.98K | 0.09% | +2,500 | New | View |
Sold out since Q1 2026 (13)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| NFLXNETFLIX INC. COM | Stock | 60,200 | $5.79M | 4.06% |
| LLYELI LILLY & CO COM | Stock | 5,231 | $4.81M | 3.38% |
| LNGCHENIERE ENERGY INC | COM NEW | 15,000 | $4.26M | 2.99% |
| BOOTBOOT BARN HLDGS INC | COM | 28,104 | $4.11M | 2.89% |
| ONON SEMICONDUCTOR CORP COM | Stock | 57,500 | $3.56M | 2.50% |
| WOLFWOLFSPEED INC | COMMON STOCK | 140,000 | $2.28M | 1.60% |
| NPKINPK INTERNATIONAL INC | COM SHS | 127,754 | $1.85M | 1.30% |
| FANGDIAMONDBACK ENERGY INC COM | Stock | 7,500 | $1.48M | 1.04% |
| NATNORDIC AMERICAN TANKERS LIMI | COM | 225,000 | $1.32M | 0.93% |
| SBUXSTARBUCKS CORP COM | Stock | 10,100 | $904.86K | 0.64% |
| EVLVEVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 133,619 | $808.4K | 0.57% |
| MDXHMDXHEALTH SA | SHS NEW | 238,668 | $548.94K | 0.39% |
| LWLGLIGHTWAVE LOGIC INC | COM | 75,000 | $527.25K | 0.37% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 43 | $232.42M | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 38 | $142.42M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 37 | $174.71M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 42 | $157.83M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 36 | $129.77M | vs. Q1 2025 | SEC |
| Q1 2025 | May 15, 2025 | 30 | $79.98M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 41 | $125.72M | – | SEC |