Filed: 2/17/2026ACC: 0002083095-26-000002
📋 What this filing means
PANORAMIC HILLS CAPITAL LTD filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $554.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3
Positions
$554.96M
Total AUM (reported)
1.71M
Total Shares
Allocation by class
COM$487.10M87.8%
COM CL A$67.86M12.2%
Portfolio Concentration
Top 3$554.96M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.71M
Sole
Full voting authority
1.71M
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)
Sole3
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3
Rows:
TESLA INC
SOLEShares960K
TypeSH
Market value$431.73M
77.79%
Sole
960K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares600K
TypeSH
Market value$67.86M
12.23%
Sole
600K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares150.22K
TypeSH
Market value$55.37M
9.98%
Sole
150.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 960K | SH | $431.73M 77.79% | 960K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 600K | SH | $67.86M 12.23% | 600K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 150.22K | SH | $55.37M 9.98% | 150.22K | 0.00 | 0.00 |