Panoramic Capital, LLC Top Holdings and 13F Report (2026) About Panoramic Capital, LLCInvestment ActivityPanoramic Capital, LLC has $232.42 million in total holdings as of June 30, 2026.Panoramic Capital, LLC owns shares of 43 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 40.71% of the portfolio was purchased this quarter.About 26.07% of the portfolio was sold this quarter.This quarter, Panoramic Capital, LLC has purchased 38 new stocks and bought additional shares in 13 stocks.Panoramic Capital, LLC sold shares of 9 stocks and completely divested from 13 stocks this quarter.Largest Holdings Seagate Technology $38,865,375Anterix $15,891,568NVIDIA $13,059,474Micron Technology $11,542,900HINGE HEALTH INC $11,293,395 Largest New Holdings this Quarter 595112103 - Micron Technology $11,542,900 Holding05464T104 - Axsome Therapeutics $10,769,880 Holding336433107 - First Solar $7,668,700 Holding17306X102 - Citi Trends $7,085,400 Holding79466L302 - Salesforce $3,916,500 Holding Largest Purchases this Quarter Micron Technology 10,000 shares (about $11.54M)Axsome Therapeutics 44,000 shares (about $10.77M)NVIDIA 40,282 shares (about $8.06M)First Solar 32,500 shares (about $7.67M)HINGE HEALTH INC 91,065 shares (about $7.56M) Largest Sales this Quarter Lumentum 13,541 shares (about $11.62M)Twilio 19,206 shares (about $3.96M)Wayfair 40,000 shares (about $3.70M)Modine Manufacturing 13,374 shares (about $3.57M)Mayville Engineering 70,000 shares (about $2.62M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPanoramic Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSTXSeagate Technology$38,865,375$1,736,035 â–²4.7%40,27516.7%TechnologyATEXAnterix$15,891,568$1,994,668 â–²14.4%154,3776.8%Communication ServicesNVDANVIDIA$13,059,474$8,060,025 â–²161.2%65,2685.6%TechnologyMUMicron Technology$11,542,900$11,542,900 â–²New Holding10,0005.0%TechnologyHINGE HEALTH INC$11,293,395$7,558,395 â–²202.4%136,0654.9%CL AAXSMAxsome Therapeutics$10,769,880$10,769,880 â–²New Holding44,0004.6%HealthcareAMZNAmazon.com$9,355,083$1,191,700 â–²14.6%39,2514.0%Consumer DiscretionaryHALOHalozyme Therapeutics$9,111,8800.0%116,4163.9%HealthcareSHARONAI HOLDINGS INC$9,047,953$7,354,753 â–²434.4%106,8743.9%COM CL ACECOCECO Environmental$7,936,120$1,895,921 â–²31.4%87,4603.4%IndustrialsFIVEFive Below$7,694,652$629,265 â–²8.9%42,7983.3%Consumer DiscretionaryFSLRFirst Solar$7,668,700$7,668,700 â–²New Holding32,5003.3%TechnologyETONEton Pharmaceuticals$7,536,550$839,550 â–²12.5%208,1923.2%HealthcareTWLOTwilio$7,527,537$3,962,774 â–¼-34.5%36,4833.2%TechnologyCTRNCiti Trends$7,085,400$7,085,400 â–²New Holding122,5003.0%Consumer DiscretionarySNOWSnowflake$6,235,505$3,817,500 â–²157.9%24,5012.7%TechnologyLITELumentum$4,843,749$11,618,991 â–¼-70.6%5,6452.1%TechnologyCRMSalesforce$3,916,500$3,916,500 â–²New Holding25,0001.7%TechnologyKRUSKura Sushi USA$3,741,400$863,400 â–²30.0%65,0001.6%Consumer DiscretionaryPTONPeloton Interactive$3,732,927$591,000 â–²18.8%631,6291.6%Consumer DiscretionaryMODModine Manufacturing$3,435,479$3,571,125 â–¼-51.0%12,8661.5%IndustrialsPRCHPorch Group$2,856,096$1,203,200 â–¼-29.6%189,9001.2%TechnologyMETAMeta Platforms$2,816,450$2,816,450 â–²New Holding5,0001.2%Communication ServicesPLSEPulse Biosciences$2,719,037$1,109,200 â–²68.9%98,0541.2%HealthcareMECMayville Engineering$2,622,200$2,622,200 â–¼-50.0%70,0001.1%IndustrialsAPPSDigital Turbine$2,515,500$2,515,500 â–²New Holding195,0001.1%TechnologyMNROMonro Muffler Brake$2,458,074$598,850 â–¼-19.6%143,6631.1%Consumer DiscretionaryWWayfair$2,423,899$3,696,799 â–¼-60.4%26,2271.0%Consumer DiscretionaryZETA GLOBAL HOLDINGS CORP$1,869,600$1,869,600 â–²New Holding95,0000.8%CL AKOPNKopin$1,568,000$1,568,000 â–²New Holding350,0000.7%TechnologyBLNDBlend Labs$1,321,2980.0%772,6890.6%TechnologyIOTSamsara$1,297,200$1,297,200 â–²New Holding40,0000.6%TechnologySILVACO GROUP INC$1,034,250$1,034,250 â–²New Holding75,0000.4%COMAIB DATA CENTERS INC$1,016,646$1,016,646 â–²New Holding479,5500.4%COMCOHRCoherent$986,175$986,175 â–²New Holding2,5000.4%TechnologyGUARDIAN METAL RES PLC$980,700$980,700 â–²New Holding70,0000.4%SPONSORED ADSNEURAXIS INC$840,650$548,250 â–¼-39.5%115,0000.4%COMBOOST RUN INC$582,150$582,150 â–²New Holding15,0000.3%ORD SHS CL AASYSAmtech Systems$577,000$577,000 â–²New Holding25,0000.2%TechnologyTOIOncology Institute$543,000$543,000 â–²New Holding100,0000.2%HealthcareMBLYMobileye Global$484,0000.0%50,0000.2%Consumer DiscretionaryRANK ONE COMPUTING CORP$404,109$518,141 â–¼-56.2%76,6810.2%COM SHSCYTKCytokinetics$212,975$212,975 â–²New Holding2,5000.1%HealthcareNFLXNetflix$0$5,788,230 â–¼-100.0%00.0%Communication ServicesLLYEli Lilly and Company$0$4,811,317 â–¼-100.0%00.0%HealthcareCHENIERE ENERGY INC$0$4,256,400 â–¼-100.0%00.0%COM NEWBOOTBoot Barn$0$4,113,301 â–¼-100.0%00.0%Consumer DiscretionaryONonsemi$0$3,560,400 â–¼-100.0%00.0%TechnologyWOLFSPEED INC$0$2,284,800 â–¼-100.0%00.0%COMMON STOCKNPK INTERNATIONAL INC$0$1,851,155 â–¼-100.0%00.0%COM SHSFANGDiamondback Energy$0$1,483,425 â–¼-100.0%00.0%EnergyNATNordic American Tankers$0$1,318,500 â–¼-100.0%00.0%EnergySBUXStarbucks$0$904,859 â–¼-100.0%00.0%Consumer DiscretionaryEVLVEvolv Technologies$0$808,395 â–¼-100.0%00.0%TechnologyMDXHEALTH SA$0$548,936 â–¼-100.0%00.0%SHS NEWLWLGLightwave Logic$0$527,250 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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