Panoramic Capital, LLC
Top Portfolio Positions
38 positions ·
$142,415,476 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| STX |
Seagate Technology Holdings plc
Technology
|
38,476 | $15,073,357 | 10.58% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
19,186 | $13,483,153 | 9.47% | |
| FIVE |
Five Below, Inc
Consumer Cyclical
|
39,298 | $8,978,807 | 6.30% | |
| HALO |
Halozyme Therapeutics, Inc.
Healthcare
|
116,416 | $7,523,966 | 5.28% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
34,251 | $7,133,455 | 5.01% | |
| TWLO |
Twilio Inc
Technology
|
55,689 | $7,006,789 | 4.92% | |
| NFLX |
Netflix Inc
Communication Services
|
60,200 | $5,788,230 | 4.06% | |
| MOD |
Modine Manufacturing Co
Consumer Cyclical
|
26,240 | $5,686,470 | 3.99% | |
| ATEX |
Anterix Inc.
Communication Services
|
135,000 | $5,155,650 | 3.62% | |
| W |
Wayfair Inc.
Consumer Cyclical
|
66,227 | $4,980,932 | 3.50% |
Portfolio Trend
6 quarters · across all stocks
Holdings in BLND
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,313,571 | 772,689 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,120,974 | 697,689 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,409,105 | 660,029 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,108,997 | 639,090 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,856,201 | 554,090 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,843,168 | 675,337 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||