Filed: 8/14/2026ACC: 0001950490-26-000007
📋 What this filing means
PANORAMIC CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $232.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$232.42M
Total AUM (reported)
5M
Total Shares
Allocation by class
COM$136.49M58.7%
ORD SHS$38.87M16.7%
CL A$27.25M11.7%
COM CL A$10.35M4.5%
CL A COM$7.47M3.2%
COM SHS$6.64M2.9%
COM NEW$2.73M1.2%
Portfolio Concentration
Top 3$67.82M29.2%
4–10$69.06M29.7%
11–25$74.43M32.0%
Rest$21.12M9.1%
Top 3 weight
29.2%
Top 10 weight
58.9%
Voting Authority Distribution
Total shares with voting rights: 5M
Sole
Full voting authority
5M
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)
Sole43
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings43
Rows:
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares40.27K
TypeSH
Market value$38.87M
16.72%
Sole
40.27K
Shared
0.00
None
0.00
ANTERIX INC
SOLEShares154.38K
TypeSH
Market value$15.89M
6.84%
Sole
154.38K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares65.27K
TypeSH
Market value$13.06M
5.62%
Sole
65.27K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares10K
TypeSH
Market value$11.54M
4.97%
Sole
10K
Shared
0.00
None
0.00
HINGE HEALTH INC
SOLEShares136.06K
TypeSH
Market value$11.29M
4.86%
Sole
136.06K
Shared
0.00
None
0.00
AXSOME THERAPEUTICS INC.
SOLEShares44K
TypeSH
Market value$10.77M
4.63%
Sole
44K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares39.25K
TypeSH
Market value$9.36M
4.03%
Sole
39.25K
Shared
0.00
None
0.00
HALOZYME THERAPEUTICS INC
SOLEShares116.42K
TypeSH
Market value$9.11M
3.92%
Sole
116.42K
Shared
0.00
None
0.00
SHARONAI HOLDINGS INC
SOLEShares106.87K
TypeSH
Market value$9.05M
3.89%
Sole
106.87K
Shared
0.00
None
0.00
CECO ENVIRONMENTAL CORP
SOLEShares87.46K
TypeSH
Market value$7.94M
3.41%
Sole
87.46K
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares42.80K
TypeSH
Market value$7.69M
3.31%
Sole
42.80K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares32.50K
TypeSH
Market value$7.67M
3.30%
Sole
32.50K
Shared
0.00
None
0.00
ETON PHARMACEUTICALS INC
SOLEShares208.19K
TypeSH
Market value$7.54M
3.24%
Sole
208.19K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares36.48K
TypeSH
Market value$7.53M
3.24%
Sole
36.48K
Shared
0.00
None
0.00
CITI TRENDS INC
SOLEShares122.50K
TypeSH
Market value$7.09M
3.05%
Sole
122.50K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares24.50K
TypeSH
Market value$6.24M
2.68%
Sole
24.50K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares5.64K
TypeSH
Market value$4.84M
2.08%
Sole
5.64K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares25K
TypeSH
Market value$3.92M
1.69%
Sole
25K
Shared
0.00
None
0.00
KURA SUSHI USA INC
SOLEShares65K
TypeSH
Market value$3.74M
1.61%
Sole
65K
Shared
0.00
None
0.00
PELOTON INTERACTIVE INC
SOLEShares631.63K
TypeSH
Market value$3.73M
1.61%
Sole
631.63K
Shared
0.00
None
0.00
MODINE MFG CO
SOLEShares12.87K
TypeSH
Market value$3.44M
1.48%
Sole
12.87K
Shared
0.00
None
0.00
PORCH GROUP INC
SOLEShares189.90K
TypeSH
Market value$2.86M
1.23%
Sole
189.90K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5K
TypeSH
Market value$2.82M
1.21%
Sole
5K
Shared
0.00
None
0.00
PULSE BIOSCIENCES INC
SOLEShares98.05K
TypeSH
Market value$2.72M
1.17%
Sole
98.05K
Shared
0.00
None
0.00
MAYVILLE ENGR CO INC
SOLEShares70K
TypeSH
Market value$2.62M
1.13%
Sole
70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 40.27K | SH | $38.87M 16.72% | 40.27K | 0.00 | 0.00 |
ANTERIX INCSOLE | COM | 154.38K | SH | $15.89M 6.84% | 154.38K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 65.27K | SH | $13.06M 5.62% | 65.27K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 10K | SH | $11.54M 4.97% | 10K | 0.00 | 0.00 |
HINGE HEALTH INCSOLE | CL A | 136.06K | SH | $11.29M 4.86% | 136.06K | 0.00 | 0.00 |
AXSOME THERAPEUTICS INC.SOLE | COM | 44K | SH | $10.77M 4.63% | 44K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 39.25K | SH | $9.36M 4.03% | 39.25K | 0.00 | 0.00 |
HALOZYME THERAPEUTICS INCSOLE | COM | 116.42K | SH | $9.11M 3.92% | 116.42K | 0.00 | 0.00 |
SHARONAI HOLDINGS INCSOLE | COM CL A | 106.87K | SH | $9.05M 3.89% | 106.87K | 0.00 | 0.00 |
CECO ENVIRONMENTAL CORPSOLE | COM | 87.46K | SH | $7.94M 3.41% | 87.46K | 0.00 | 0.00 |
FIVE BELOW INCSOLE | COM | 42.80K | SH | $7.69M 3.31% | 42.80K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 32.50K | SH | $7.67M 3.30% | 32.50K | 0.00 | 0.00 |
ETON PHARMACEUTICALS INCSOLE | COM | 208.19K | SH | $7.54M 3.24% | 208.19K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 36.48K | SH | $7.53M 3.24% | 36.48K | 0.00 | 0.00 |
CITI TRENDS INCSOLE | COM | 122.50K | SH | $7.09M 3.05% | 122.50K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 24.50K | SH | $6.24M 2.68% | 24.50K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 5.64K | SH | $4.84M 2.08% | 5.64K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 25K | SH | $3.92M 1.69% | 25K | 0.00 | 0.00 |
KURA SUSHI USA INCSOLE | CL A COM | 65K | SH | $3.74M 1.61% | 65K | 0.00 | 0.00 |
PELOTON INTERACTIVE INCSOLE | CL A COM | 631.63K | SH | $3.73M 1.61% | 631.63K | 0.00 | 0.00 |
MODINE MFG COSOLE | COM | 12.87K | SH | $3.44M 1.48% | 12.87K | 0.00 | 0.00 |
PORCH GROUP INCSOLE | COM | 189.90K | SH | $2.86M 1.23% | 189.90K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5K | SH | $2.82M 1.21% | 5K | 0.00 | 0.00 |
PULSE BIOSCIENCES INCSOLE | COM | 98.05K | SH | $2.72M 1.17% | 98.05K | 0.00 | 0.00 |
MAYVILLE ENGR CO INCSOLE | COM | 70K | SH | $2.62M 1.13% | 70K | 0.00 | 0.00 |
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