Filed: 5/15/2026ACC: 0001950490-26-000004
📋 What this filing means
PANORAMIC CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $142.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$142.42M
Total AUM (reported)
4.42M
Total Shares
Allocation by class
COM$93.33M65.5%
ORD SHS$15.07M10.6%
CL A$15.04M10.6%
CL A COM$5.77M4.1%
COM SHS$4.51M3.2%
COM NEW$4.26M3.0%
COMMON STOCK$2.28M1.6%
Portfolio Concentration
Top 3$37.54M26.4%
4–10$43.28M30.4%
11–25$48.59M34.1%
Rest$13.02M9.1%
Top 3 weight
26.4%
Top 10 weight
56.7%
Voting Authority Distribution
Total shares with voting rights: 4.42M
Sole
Full voting authority
4.42M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares38.48K
TypeSH
Market value$15.07M
10.58%
Sole
38.48K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares19.19K
TypeSH
Market value$13.48M
9.47%
Sole
19.19K
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares39.30K
TypeSH
Market value$8.98M
6.30%
Sole
39.30K
Shared
0.00
None
0.00
HALOZYME THERAPEUTICS INC
SOLEShares116.42K
TypeSH
Market value$7.52M
5.28%
Sole
116.42K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares34.25K
TypeSH
Market value$7.13M
5.01%
Sole
34.25K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares55.69K
TypeSH
Market value$7.01M
4.92%
Sole
55.69K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares60.20K
TypeSH
Market value$5.79M
4.06%
Sole
60.20K
Shared
0.00
None
0.00
MODINE MFG CO
SOLEShares26.24K
TypeSH
Market value$5.69M
3.99%
Sole
26.24K
Shared
0.00
None
0.00
ANTERIX INC
SOLEShares135K
TypeSH
Market value$5.16M
3.62%
Sole
135K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares66.23K
TypeSH
Market value$4.98M
3.50%
Sole
66.23K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares5.23K
TypeSH
Market value$4.81M
3.38%
Sole
5.23K
Shared
0.00
None
0.00
ETON PHARMACEUTICALS INC
SOLEShares185K
TypeSH
Market value$4.57M
3.21%
Sole
185K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares24.99K
TypeSH
Market value$4.36M
3.06%
Sole
24.99K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares15K
TypeSH
Market value$4.26M
2.99%
Sole
15K
Shared
0.00
None
0.00
BOOT BARN HLDGS INC
SOLEShares28.10K
TypeSH
Market value$4.11M
2.89%
Sole
28.10K
Shared
0.00
None
0.00
CECO ENVIRONMENTAL CORP
SOLEShares66.57K
TypeSH
Market value$3.97M
2.78%
Sole
66.57K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares57.50K
TypeSH
Market value$3.56M
2.50%
Sole
57.50K
Shared
0.00
None
0.00
KURA SUSHI USA INC
SOLEShares50K
TypeSH
Market value$3.49M
2.45%
Sole
50K
Shared
0.00
None
0.00
MONRO INC
SOLEShares178.66K
TypeSH
Market value$2.87M
2.01%
Sole
178.66K
Shared
0.00
None
0.00
MAYVILLE ENGR CO INC
SOLEShares140K
TypeSH
Market value$2.51M
1.76%
Sole
140K
Shared
0.00
None
0.00
WOLFSPEED INC
SOLEShares140K
TypeSH
Market value$2.28M
1.60%
Sole
140K
Shared
0.00
None
0.00
PELOTON INTERACTIVE INC
SOLEShares531.63K
TypeSH
Market value$2.28M
1.60%
Sole
531.63K
Shared
0.00
None
0.00
PORCH GROUP INC
SOLEShares269.90K
TypeSH
Market value$1.94M
1.36%
Sole
269.90K
Shared
0.00
None
0.00
NPK INTERNATIONAL INC
SOLEShares127.75K
TypeSH
Market value$1.85M
1.30%
Sole
127.75K
Shared
0.00
None
0.00
HINGE HEALTH INC
SOLEShares45K
TypeSH
Market value$1.74M
1.22%
Sole
45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 38.48K | SH | $15.07M 10.58% | 38.48K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 19.19K | SH | $13.48M 9.47% | 19.19K | 0.00 | 0.00 |
FIVE BELOW INCSOLE | COM | 39.30K | SH | $8.98M 6.30% | 39.30K | 0.00 | 0.00 |
HALOZYME THERAPEUTICS INCSOLE | COM | 116.42K | SH | $7.52M 5.28% | 116.42K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 34.25K | SH | $7.13M 5.01% | 34.25K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 55.69K | SH | $7.01M 4.92% | 55.69K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 60.20K | SH | $5.79M 4.06% | 60.20K | 0.00 | 0.00 |
MODINE MFG COSOLE | COM | 26.24K | SH | $5.69M 3.99% | 26.24K | 0.00 | 0.00 |
ANTERIX INCSOLE | COM | 135K | SH | $5.16M 3.62% | 135K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 66.23K | SH | $4.98M 3.50% | 66.23K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 5.23K | SH | $4.81M 3.38% | 5.23K | 0.00 | 0.00 |
ETON PHARMACEUTICALS INCSOLE | COM | 185K | SH | $4.57M 3.21% | 185K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 24.99K | SH | $4.36M 3.06% | 24.99K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 15K | SH | $4.26M 2.99% | 15K | 0.00 | 0.00 |
BOOT BARN HLDGS INCSOLE | COM | 28.10K | SH | $4.11M 2.89% | 28.10K | 0.00 | 0.00 |
CECO ENVIRONMENTAL CORPSOLE | COM | 66.57K | SH | $3.97M 2.78% | 66.57K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 57.50K | SH | $3.56M 2.50% | 57.50K | 0.00 | 0.00 |
KURA SUSHI USA INCSOLE | CL A COM | 50K | SH | $3.49M 2.45% | 50K | 0.00 | 0.00 |
MONRO INCSOLE | COM | 178.66K | SH | $2.87M 2.01% | 178.66K | 0.00 | 0.00 |
MAYVILLE ENGR CO INCSOLE | COM | 140K | SH | $2.51M 1.76% | 140K | 0.00 | 0.00 |
WOLFSPEED INCSOLE | COMMON STOCK | 140K | SH | $2.28M 1.60% | 140K | 0.00 | 0.00 |
PELOTON INTERACTIVE INCSOLE | CL A COM | 531.63K | SH | $2.28M 1.60% | 531.63K | 0.00 | 0.00 |
PORCH GROUP INCSOLE | COM | 269.90K | SH | $1.94M 1.36% | 269.90K | 0.00 | 0.00 |
NPK INTERNATIONAL INCSOLE | COM SHS | 127.75K | SH | $1.85M 1.30% | 127.75K | 0.00 | 0.00 |
HINGE HEALTH INCSOLE | CL A | 45K | SH | $1.74M 1.22% | 45K | 0.00 | 0.00 |
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