Panoramic Hills Capital Ltd

CIK

2083095

City

ROAD TOWN

State / Country

Stock

LITE — Lumentum Holdings Inc.

Top Portfolio Positions

2 positions · $280,326,800 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
LITE	Lumentum Holdings Inc. Technology	200,000	$140,552,000	50.14%
SNDK	Sandisk Corp Technology	220,000	$139,774,800	49.86%

1 of 1 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$140,552,000	200,000	—	Shares	Sole	2026-05-15
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