Panoramic Hills Capital Ltd

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only.

Panoramic Hills Capital Ltd did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Panoramic Hills Capital Ltd in Q4 2025
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
TSLATesla, Inc.	Stock	360,000	$161.9M	56.8%	–	–	History
HOODRobinhood Markets, Inc.	Stock	600,000	$67.9M	23.8%	–	–	History
LITELumentum Holdings Inc.	COM	150,222	$55.4M	19.4%	–	–	History

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Panoramic Hills Capital Ltd in Q4 2025
Security	Class	Puts	Calls
TSLATesla, Inc.	Stock	–	$269.8M