Panoramic Capital, LLC
Panoramic Capital, LLC reported 43 holdings worth US$232M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Panoramic Capital, LLC reported 43 holdings worth US$232M as of Jun 30, 2026. Largest: Anterix Inc., Nvidia Corporation and Micron Technology, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 43
- Value as reported
- US$232M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Anterix Inc. | 154K | US$15.9M | 6.8% |
| Nvidia Corporation | 65,268 | US$13.1M | 5.6% |
| Micron Technology, Inc. | 10,000 | US$11.5M | 5.0% |
| Hinge Health, Inc. | 136K | US$11.3M | 4.9% |
| Axsome Therapeutics, Inc. | 44,000 | US$10.8M | 4.6% |
| Amazon.com, Inc. | 39,251 | US$9.36M | 4.0% |
| Halozyme Therapeutics, Inc. | 116K | US$9.11M | 3.9% |
| Sharonai Holdings, Inc. | 107K | US$9.05M | 3.9% |
| Ceco Environmental Corp. | 87,460 | US$7.94M | 3.4% |
| Five Below, Inc. | 42,798 | US$7.69M | 3.3% |
| First Solar, Inc. | 32,500 | US$7.67M | 3.3% |
| Eton Pharmaceuticals, Inc. | 208K | US$7.54M | 3.2% |
| Twilio Inc. | 36,483 | US$7.53M | 3.2% |
| Citi Trends, Inc. | 123K | US$7.09M | 3.0% |
| Snowflake Inc. | 24,501 | US$6.24M | 2.7% |
| Lumentum Holdings Inc. | 5,645 | US$4.84M | 2.1% |
| Salesforce, Inc. | 25,000 | US$3.92M | 1.7% |
| Kura Sushi Usa, Inc. | 65,000 | US$3.74M | 1.6% |
| Peloton Interactive, Inc. | 632K | US$3.73M | 1.6% |
| Modine Manufacturing Company | 12,866 | US$3.44M | 1.5% |
| Porch Group, Inc. | 190K | US$2.86M | 1.2% |
| Meta Platforms, Inc. | 5,000 | US$2.82M | 1.2% |
| Pulse Biosciences, Inc | 98,054 | US$2.72M | 1.2% |
| Mayville Engineering Company, Inc. | 70,000 | US$2.62M | 1.1% |
| Digital Turbine, Inc. | 195K | US$2.52M | 1.1% |
| Monro, Inc. | 144K | US$2.46M | 1.1% |
| Wayfair Inc. | 26,227 | US$2.42M | 1.0% |
| Zeta Global Holdings Corp. | 95,000 | US$1.87M | 0.80% |
| Kopin Corporation | 350K | US$1.57M | 0.67% |
| Blend Labs, Inc. | 773K | US$1.32M | 0.57% |
| Samsara Inc. | 40,000 | US$1.3M | 0.56% |
| Silvaco Group, Inc. | 75,000 | US$1.03M | 0.44% |
| Blockchain Digital Infrastructure, Inc | 480K | US$1.02M | 0.44% |
| Coherent Corp. | 2,500 | US$986K | 0.42% |
| Guardian Metal Resources | 70,000 | US$981K | 0.42% |
| Neuraxis, Inc. | 115K | US$841K | 0.36% |
| Boost Run Inc. | 15,000 | US$582K | 0.25% |
| Amtech Systems, Inc. | 25,000 | US$577K | 0.25% |
| The Oncology Institute, Inc. | 100K | US$543K | 0.23% |
| Mobileye Global Inc. | 50,000 | US$484K | 0.21% |
| Rank One Computing Corporation | 76,681 | US$404K | 0.17% |
| Cytokinetics, Incorporated | 2,500 | US$213K | 0.09% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Nordic American Tankers Limited | 0 | US$0 | 0.00% |
| Npk International Inc. | 0 | US$0 | 0.00% |
| On Semiconductor Corporation | 0 | US$0 | 0.00% |
| Starbucks Corporation | 0 | US$0 | 0.00% |
| Wolfspeed, Inc. | 0 | US$0 | 0.00% |
| Boot Barn Holdings, Inc. | 0 | US$0 | 0.00% |
| Cheniere Energy, Inc. | 0 | US$0 | 0.00% |
| Diamondback Energy, Inc. | 0 | US$0 | 0.00% |
| Eli Lilly And Company | 0 | US$0 | 0.00% |
| Evolv Technologies Holdings, Inc. | 0 | US$0 | 0.00% |
| Lightwave Logic, Inc. | 0 | US$0 | 0.00% |
Source
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