Panoramic Capital, LLC
Panoramic Capital, LLC reported 43 positions worth $232.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: STX (16.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | STX | SH | $38.9M | 16.72% | 40,275 | — | — | |
| ▸ 2 | ATEX | SH | $15.9M | 6.84% | 154,377 | — | — | |
| ▸ 3 | NVDA | SH | $13.1M | 5.62% | 65,268 | — | — | |
| ▸ 4 | MU | SH | $11.5M | 4.97% | 10,000 | — | — | |
| ▸ 5 | HNGE | SH | $11.3M | 4.86% | 136,065 | — | — | |
| ▸ 6 | AXSM | SH | $10.8M | 4.63% | 44,000 | — | — | |
| ▸ 7 | AMZN | SH | $9.4M | 4.03% | 39,251 | — | — | |
| ▸ 8 | HALO | SH | $9.1M | 3.92% | 116,416 | — | — | |
| ▸ 9 | SHAZ | SH | $9.0M | 3.89% | 106,874 | — | — | |
| ▸ 10 | CECO | SH | $7.9M | 3.41% | 87,460 | — | — |
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Frequently Asked Questions
What stocks does Panoramic Capital, LLC hold as of Q2 2026?
Panoramic Capital, LLC reported 43 positions worth $232.4M in its Q2 2026 13F filing. Largest positions: STX (16.7%), ATEX (6.8%), NVDA (5.6%), MU (5.0%) and HNGE (4.9%).
What did Panoramic Capital, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Panoramic Capital, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.