Panoramic Hills Capital Ltd
- SEC CIK
- 0002083095
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 2
- −1 vs. Q4 2025
- Portfolio value
- $280.3M
- −$4.80M (−1.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LITELumentum Holdings Inc. | COM | 200,000 | $140.6M | 50.1% | +49,778+33.1% | Added | History |
| SNDKSandisk Corp | COM | 220,000 | $139.8M | 49.9% | +220,000 | New | History |
Sold out since Q4 2025 (2)
Positions held at the end of Q4 2025 that are gone from this filing.