# Panoramic Capital, LLC: Form 13F holdings

An institutional investment manager in LARKSPUR, CA. SEC CIK 1950490.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $232.4m
- Positions: 43 (43 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1950490/000195049026000007/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $38.9m | 16.7% | 40,275 |  | Added +1,799 |
| [ANTERIX INC (ATEX)](/companies/atex.md) | COM | $15.9m | 6.8% | 154,377 |  | Added +19,377 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $13.1m | 5.6% | 65,268 |  | Added +40,282 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $11.5m | 5.0% | 10,000 |  | New +10,000 |
| [HINGE HEALTH INC (HNGE)](/companies/hnge.md) | CL A | $11.3m | 4.9% | 136,065 |  | Added +91,065 |
| [AXSOME THERAPEUTICS INC. (AXSM)](/companies/axsm.md) | COM | $10.8m | 4.6% | 44,000 |  | New +44,000 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $9.4m | 4.0% | 39,251 |  | Added +5,000 |
| [HALOZYME THERAPEUTICS INC (HALO)](/companies/halo.md) | COM | $9.1m | 3.9% | 116,416 |  | Unchanged |
| [SHARONAI HOLDINGS INC (SHAZ)](/companies/shaz.md) | COM CL A | $9.0m | 3.9% | 106,874 |  | Added +86,874 |
| [CECO ENVIRONMENTAL CORP (CECO)](/companies/ceco.md) | COM | $7.9m | 3.4% | 87,460 |  | Added +20,894 |
| [FIVE BELOW INC (FIVE)](/companies/five.md) | COM | $7.7m | 3.3% | 42,798 |  | Added +3,500 |
| [FIRST SOLAR INC (FSLR)](/companies/fslr.md) | COM | $7.7m | 3.3% | 32,500 |  | New +32,500 |
| [ETON PHARMACEUTICALS INC (ETON)](/companies/eton.md) | COM | $7.5m | 3.2% | 208,192 |  | Added +23,192 |
| [TWILIO INC (TWLO)](/companies/twlo.md) | CL A | $7.5m | 3.2% | 36,483 |  | Reduced −19,206 |
| [CITI TRENDS INC (CTRN)](/companies/ctrn.md) | COM | $7.1m | 3.0% | 122,500 |  | New +122,500 |
| [SNOWFLAKE INC (SNOW)](/companies/snow.md) | COM SHS | $6.2m | 2.7% | 24,501 |  | Added +15,000 |
| [LUMENTUM HLDGS INC (LITE)](/companies/lite.md) | COM | $4.8m | 2.1% | 5,645 |  | Reduced −13,541 |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $3.9m | 1.7% | 25,000 |  | New +25,000 |
| [KURA SUSHI USA INC (KRUS)](/companies/krus.md) | CL A COM | $3.7m | 1.6% | 65,000 |  | Added +15,000 |
| [PELOTON INTERACTIVE INC (PTON)](/companies/pton.md) | CL A COM | $3.7m | 1.6% | 631,629 |  | Added +100,000 |
| [MODINE MFG CO (MOD)](/companies/mod.md) | COM | $3.4m | 1.5% | 12,866 |  | Reduced −13,374 |
| [PORCH GROUP INC (PRCH)](/companies/prch.md) | COM | $2.9m | 1.2% | 189,900 |  | Reduced −80,000 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $2.8m | 1.2% | 5,000 |  | New +5,000 |
| [PULSE BIOSCIENCES INC (PLSE)](/companies/plse.md) | COM | $2.7m | 1.2% | 98,054 |  | Added +40,000 |
| [MAYVILLE ENGR CO INC (MEC)](/companies/mec.md) | COM | $2.6m | 1.1% | 70,000 |  | Reduced −70,000 |
| [DIGITAL TURBINE INC (APPS)](/companies/apps.md) | COM NEW | $2.5m | 1.1% | 195,000 |  | New +195,000 |
| [MONRO INC (MNRO)](/companies/mnro.md) | COM | $2.5m | 1.1% | 143,663 |  | Reduced −35,000 |
| [WAYFAIR INC (W)](/companies/w.md) | CL A | $2.4m | 1.0% | 26,227 |  | Reduced −40,000 |
| [ZETA GLOBAL HOLDINGS CORP (ZETA)](/companies/zeta.md) | CL A | $1.9m | 0.8% | 95,000 |  | New +95,000 |
| [KOPIN CORP (KOPN)](/companies/kopn.md) | COM | $1.6m | 0.7% | 350,000 |  | New +350,000 |
| [BLEND LABS INC (BLND)](/companies/blnd.md) | CL A | $1.3m | 0.6% | 772,689 |  | Unchanged |
| [SAMSARA INC (IOT)](/companies/iot.md) | COM CL A | $1.3m | 0.6% | 40,000 |  | New +40,000 |
| [SILVACO GROUP INC (SVCO)](/companies/svco.md) | COM | $1.0m | 0.4% | 75,000 |  | New +75,000 |
| [AIB DATA CENTERS INC (AIB)](/companies/aib.md) | COM | $1.0m | 0.4% | 479,550 |  | New +479,550 |
| [COHERENT CORP (COHR)](/companies/cohr.md) | COM | $986.2k | 0.4% | 2,500 |  | New +2,500 |
| [GUARDIAN METAL RES PLC (GMTL)](/companies/gmtl.md) | SPONSORED ADS | $980.7k | 0.4% | 70,000 |  | New +70,000 |
| [NEURAXIS INC (NRXS)](/companies/nrxs.md) | COM | $840.6k | 0.4% | 115,000 |  | Reduced −75,000 |
| [BOOST RUN INC (BRUN)](/companies/brun.md) | ORD SHS CL A | $582.1k | 0.3% | 15,000 |  | New +15,000 |
| [AMTECH SYS INC (ASYS)](/companies/asys.md) | COM PAR $0.01N | $577.0k | 0.2% | 25,000 |  | New +25,000 |
| [THE ONCOLOGY INSTITUTE INC (STLN)](/companies/stln.md) | COM | $543.0k | 0.2% | 100,000 |  | New +100,000 |
| [MOBILEYE GLOBAL INC (MBLY)](/companies/mbly.md) | COMMON CLASS A | $484.0k | 0.2% | 50,000 |  | Unchanged |
| [RANK ONE COMPUTING CORP (ROC)](/companies/roc.md) | COM SHS | $404.1k | 0.2% | 76,681 |  | Reduced −98,319 |
| [CYTOKINETICS INC (CYTK)](/companies/cytk.md) | COM NEW | $213.0k | <0.1% | 2,500 |  | New +2,500 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BOOT BARN HLDGS INC (BOOT)](/companies/boot.md) | COM | $0 | 0.0% | 0 |  | Sold out −28,104 |
| [CHENIERE ENERGY INC (LNG)](/companies/lng.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −15,000 |
| [DIAMONDBACK ENERGY INC (FANG)](/companies/fang.md) | COM | $0 | 0.0% | 0 |  | Sold out −7,500 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $0 | 0.0% | 0 |  | Sold out −5,231 |
| [EVOLV TECHNOLOGIES HLDNGS IN (EVLV)](/companies/evlv.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −133,619 |
| [LIGHTWAVE LOGIC INC (LWLG)](/companies/lwlg.md) | COM | $0 | 0.0% | 0 |  | Sold out −75,000 |
| MDXHEALTH SA | SHS NEW | $0 | 0.0% | 0 |  | Sold out −238,668 |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $0 | 0.0% | 0 |  | Sold out −60,200 |
| NORDIC AMERICAN TANKERS LIMI | COM | $0 | 0.0% | 0 |  | Sold out −225,000 |
| [NPK INTERNATIONAL INC (NPKI)](/companies/npki.md) | COM SHS | $0 | 0.0% | 0 |  | Sold out −127,754 |
| [ON SEMICONDUCTOR CORP (ON)](/companies/on.md) | COM | $0 | 0.0% | 0 |  | Sold out −57,500 |
| [STARBUCKS CORP (SBUX)](/companies/sbux.md) | COM | $0 | 0.0% | 0 |  | Sold out −10,100 |
| [WOLFSPEED INC (WOLF)](/companies/wolf.md) | COMMON STOCK | $0 | 0.0% | 0 |  | Sold out −140,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001950490-26-000007. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.