13F HOLDINGS REPORT
Panoramic Capital, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001879202-25-000035
Total Value
$132.2M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 108,216 | $15.6M | 11.81% |
| 2 | NVIDIA CORPORATION | NVDA | 86,250 | $13.6M | 10.31% |
| 3 | META PLATFORMS INC | META | 12,788 | $9.4M | 7.14% |
| 4 | AMAZON COM INC | AMZN | 33,765 | $7.4M | 5.60% |
| 5 | AFFIRM HLDGS INC | AFRM | 77,579 | $5.4M | 4.06% |
| 6 | FIVE BELOW INC | FIVE | 40,000 | $5.2M | 3.97% |
| 7 | LUMENTUM HLDGS INC | LITE | 50,000 | $4.8M | 3.59% |
| 8 | HALOZYME THERAPEUTICS INC | HALO | 90,000 | $4.7M | 3.54% |
| 9 | SNOWFLAKE INC | SNOW | 20,000 | $4.5M | 3.38% |
| 10 | MARVELL TECHNOLOGY INC | MRVL | 52,500 | $4.1M | 3.07% |
| 11 | BOOT BARN HLDGS INC | BOOT | 25,000 | $3.8M | 2.87% |
| 12 | MODINE MFG CO | 607828100 | 38,569 | $3.8M | 2.87% |
| 13 | UNIVERSAL DISPLAY CORP | OLED | 23,000 | $3.6M | 2.69% |
| 14 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 26,000 | $3.4M | 2.59% |
| 15 | NETFLIX INC | NFLX | 2,542 | $3.4M | 2.57% |
| 16 | ORACLE CORP | ORCL-PD | 15,000 | $3.3M | 2.48% |
| 17 | WAYFAIR INC | W | 60,000 | $3.1M | 2.32% |
| 18 | CBOE GLOBAL MKTS INC | 12503M108 | 12,000 | $2.8M | 2.12% |
| 19 | MICROCHIP TECHNOLOGY INC. | MCHPP | 39,000 | $2.7M | 2.08% |
| 20 | CRH PLC | CRH | 29,665 | $2.7M | 2.06% |
| 21 | GFL ENVIRONMENTAL INC | GFL | 52,000 | $2.6M | 1.98% |
| 22 | SUPER MICRO COMPUTER INC | SMCI | 50,000 | $2.5M | 1.85% |
| 23 | EOG RES INC | EOG | 20,455 | $2.4M | 1.85% |
| 24 | LIFE TIME GROUP HOLDINGS INC | LTH | 77,500 | $2.4M | 1.78% |
| 25 | BLEND LABS INC | BLND | 639,090 | $2.1M | 1.60% |
| 26 | DOMO INC | DOMO | 140,000 | $2.0M | 1.48% |
| 27 | PELOTON INTERACTIVE INC | PTON | 270,000 | $1.9M | 1.42% |
| 28 | TWILIO INC | TWLO | 15,000 | $1.9M | 1.41% |
| 29 | MAGNITE INC | MGNI | 70,000 | $1.7M | 1.28% |
| 30 | LULULEMON ATHLETICA INC | LULU | 7,000 | $1.7M | 1.26% |
| 31 | ELI LILLY & CO | LLY | 1,600 | $1.2M | 0.94% |
| 32 | CORMEDIX INC | CRMD | 50,000 | $616,000 | 0.47% |
| 33 | NEBIUS GROUP N.V. | NBIS | 10,000 | $553,300 | 0.42% |
| 34 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 85,000 | $530,400 | 0.40% |
| 35 | VISHAY PRECISION GROUP INC | VPG | 15,000 | $421,500 | 0.32% |
| 36 | PULSE BIOSCIENCES INC | PLSE | 26,361 | $397,787 | 0.30% |
| 37 | THREDUP INC | TDUP | 20,000 | $149,800 | 0.11% |