13F HOLDINGS REPORT
Panoramic Capital, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001879202-25-000020
Total Value
$86.5M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 131,433 | $11.2M | 12.90% |
| 2 | HALOZYME THERAPEUTICS INC | HALO | 135,255 | $8.6M | 9.97% |
| 3 | META PLATFORMS INC | META | 12,577 | $7.2M | 8.38% |
| 4 | INVESCO QQQ TR | IVZ | 14,000 | $6.6M | 7.59% |
| 5 | NETFLIX INC | NFLX | 4,885 | $4.6M | 5.26% |
| 6 | EOG RES INC | EOG | 34,910 | $4.5M | 5.17% |
| 7 | UNITEDHEALTH GROUP INC | UNH | 8,000 | $4.2M | 4.84% |
| 8 | AMAZON COM INC | AMZN | 21,511 | $4.1M | 4.73% |
| 9 | ELI LILLY & CO | LLY | 3,724 | $3.1M | 3.55% |
| 10 | LIFE TIME GROUP HOLDINGS INC | LTH | 95,000 | $2.9M | 3.32% |
| 11 | CRH PLC | CRH | 110,000 | $2.6M | 2.98% |
| 12 | ARGENX SE | ARGX | 4,000 | $2.4M | 2.74% |
| 13 | DELL TECHNOLOGIES INC | DELL | 25,000 | $2.3M | 2.63% |
| 14 | ISHARES SILVER TR | SLV | 70,000 | $2.2M | 2.51% |
| 15 | BOEING CO | BA-PA | 12,500 | $2.1M | 2.46% |
| 16 | NUTANIX INC | NTNX | 30,000 | $2.1M | 2.42% |
| 17 | MICROCHIP TECHNOLOGY INC. | MCHPP | 40,000 | $1.9M | 2.24% |
| 18 | MODINE MFG CO | 607828100 | 25,139 | $1.9M | 2.23% |
| 19 | BLEND LABS INC | BLND | 554,090 | $1.9M | 2.14% |
| 20 | NVIDIA CORPORATION | NVDA | 12,500 | $1.4M | 1.57% |
| 21 | ONESPAWORLD HOLDINGS LIMITED | OSW | 75,218 | $1.3M | 1.46% |
| 22 | PELOTON INTERACTIVE INC | PTON | 190,014 | $1.2M | 1.39% |
| 23 | REDDIT INC | RDDT | 11,000 | $1.2M | 1.33% |
| 24 | TWILIO INC | TWLO | 10,000 | $979,100 | 1.13% |
| 25 | PULSE BIOSCIENCES INC | PLSE | 52,723 | $848,313 | 0.98% |
| 26 | SELECTQUOTE INC | SLQT | 241,082 | $805,214 | 0.93% |
| 27 | DOMO INC | DOMO | 100,000 | $776,000 | 0.90% |
| 28 | AFFIRM HLDGS INC | AFRM | 15,158 | $684,990 | 0.79% |
| 29 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 5,000 | $581,800 | 0.67% |
| 30 | ON HLDG AG | H5919C104 | 10,000 | $439,200 | 0.51% |
| 31 | AEHR TEST SYS | AEHR | 33,455 | $243,887 | 0.28% |