Filed: 5/15/2026ACC: 0002083095-26-000003
📋 What this filing means
PANORAMIC HILLS CAPITAL LTD filed this quarterly 13F‑HR report disclosing 2 equity positions with a total reported market value of $280.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2
Positions
$280.33M
Total AUM (reported)
420K
Total Shares
Allocation by class
COM$280.33M100.0%
Portfolio Concentration
Top 3$280.33M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 420K
Sole
Full voting authority
420K
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)
Sole2
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2
Rows:
LUMENTUM HLDGS INC
SOLEShares200K
TypeSH
Market value$140.55M
50.14%
Sole
200K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares220K
TypeSH
Market value$139.77M
49.86%
Sole
220K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LUMENTUM HLDGS INCSOLE | COM | 200K | SH | $140.55M 50.14% | 200K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 220K | SH | $139.77M 49.86% | 220K | 0.00 | 0.00 |