Panoramic Capital, LLC - Portfolio Stock Holdings

Panoramic Capital, LLC disclosed 52 stock positions in a recent SEC 13F filing. $142,117,064 of stock holdings were filed, with the largest holdings including STX, LITE, and FIVE. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $299,600,000 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.