Panoramic Capital, LLC
- SEC CIK
- 0001950490
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位。
- 持股檔數
- 41
- 2024 年第 3 季沒有申報
- 總值
- $1.26 億
- 2024 年第 3 季沒有申報
Panoramic Capital, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 16,478 | $964.8 萬 | 7.7% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 58,868 | $790.5 萬 | 6.3% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 8,832 | $787.2 萬 | 6.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 7,681 | $593.0 萬 | 4.7% | – | – | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 41,282 | $589.9 萬 | 4.7% | – | – | 歷史 |
| FIVEFive Below, Inc | COM | 53,436 | $560.9 萬 | 4.5% | – | – | 歷史 |
| CRHCRH Public Ltd Co | ORD | 59,002 | $545.9 萬 | 4.3% | – | – | 歷史 |
| SMTCSemtech Corp | Stock | 84,581 | $523.1 萬 | 4.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 23,379 | $512.9 萬 | 4.1% | – | – | 歷史 |
| MODModine Manufacturing Co | COM | 43,622 | $505.7 萬 | 4.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,035 | $465.1 萬 | 3.7% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 34,717 | $425.6 萬 | 3.4% | – | – | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 48,354 | $394.5 萬 | 3.1% | – | – | 歷史 |
| WGSGeneDx Holdings Corp. | COM CL A | 51,294 | $394.2 萬 | 3.1% | – | – | 歷史 |
| TERTeradyne, Inc | Stock | 25,000 | $314.8 萬 | 2.5% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 13,500 | $313.0 萬 | 2.5% | – | – | 歷史 |
| NTNXNutanix, Inc. | Stock | 47,175 | $288.6 萬 | 2.3% | – | – | 歷史 |
| BLNDBlend Labs, Inc. | CL A | 675,337 | $284.3 萬 | 2.3% | – | – | 歷史 |
| AEHRAehr Test Systems | COM | 167,516 | $278.6 萬 | 2.2% | – | – | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 54,821 | $262.1 萬 | 2.1% | – | – | 歷史 |
| SSentinelOne, Inc. | CL A | 99,832 | $221.6 萬 | 1.8% | – | – | 歷史 |
| HUTHut 8 Corp. | COM | 107,388 | $220.0 萬 | 1.8% | – | – | 歷史 |
| THOThor Industries Inc | COM | 22,500 | $215.3 萬 | 1.7% | – | – | 歷史 |
| DELLDell Technologies Inc. | Stock | 17,063 | $196.6 萬 | 1.6% | – | – | 歷史 |
| NBISNebius Group N.V. | Stock | 69,819 | $193.4 萬 | 1.5% | – | – | 歷史 |
| SMWBSimilarweb Ltd. | SHS | 125,000 | $177.1 萬 | 1.4% | – | – | 歷史 |
| CDNACareDx, Inc. | COM | 78,061 | $167.1 萬 | 1.3% | – | – | 歷史 |
| CORZCore Scientific, Inc. | COM | 117,021 | $164.4 萬 | 1.3% | – | – | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 19,000 | $164.0 萬 | 1.3% | – | – | 歷史 |
| VSTVistra Corp. | Stock | 10,000 | $137.9 萬 | 1.1% | – | – | 歷史 |
| TLNTalen Energy Corp | COM | 6,821 | $137.4 萬 | 1.1% | – | – | 歷史 |
| SGSweetgreen, Inc. | COM CL A | 39,790 | $127.6 萬 | 1.0% | – | – | 歷史 |
| NCMINational CineMedia, Inc. | COM NEW | 187,775 | $124.7 萬 | 1.0% | – | – | 歷史 |
| BURLBurlington Stores, Inc. | COM | 3,980 | $113.5 萬 | 0.9% | – | – | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 102,388 | $89.1 萬 | 0.7% | – | – | 歷史 |
| PLSEPulse Biosciences, Inc. | COM | 48,571 | $84.6 萬 | 0.7% | – | – | 歷史 |
| RXSTRxSight, Inc. | COM | 22,127 | $76.1 萬 | 0.6% | – | – | 歷史 |
| GRALGRAIL, Inc. | COM | 27,738 | $49.5 萬 | 0.4% | – | – | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 45,806 | $48.3 萬 | 0.4% | – | – | 歷史 |
| SLQTSelectQuote, Inc. | COM | 100,000 | $37.2 萬 | 0.3% | – | – | 歷史 |
| LSCCLattice Semiconductor Corp | COM | 5,683 | $32.2 萬 | 0.3% | – | – | 歷史 |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | $4,090 萬 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $2,110 萬 | – |