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PCP

Panoramic Capital Partners Portfolio holdings

AUM $162M
1-Year Est. Return 17.6%
This Fund
S&P 500
This Quarter Est. Return
+2.38%
1 Year Est. Return
+17.6%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow %
100.27%
Top 10 Hldgs %
80.01%
Holding
59
New
59
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$25.1M
2
OEF icon
iShares S&P 100 ETF
OEF
+$17.6M
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$13.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$8.25M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 14.58%
2 Consumer Discretionary 3.44%
3 Communication Services 2.74%
4 Consumer Staples 2.69%
5 Financials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
51
Palo Alto Networks
PANW
$270B
$222K 0.19%
+1,218
New +$230K
TMO icon
52
Thermo Fisher Scientific
TMO
$213B
$218K 0.19%
+420
New +$231K
QCOM icon
53
Qualcomm
QCOM
$155B
$218K 0.19%
+1,421
New +$233K
AZO icon
54
AutoZone
AZO
$49.2B
$215K 0.19%
+67
New +$212K
TDG icon
55
TransDigm Group
TDG
$70.2B
$209K 0.18%
+165
New +$217K
VRSK icon
56
Verisk Analytics
VRSK
$25.4B
$209K 0.18%
+759
New +$211K
TSM icon
57
TSMC
TSM
$2.1T
$203K 0.18%
+1,030
New +$199K
IT icon
58
Gartner
IT
$10.1B
$203K 0.18%
+418
New +$216K
FAST icon
59
Fastenal
FAST
$54.7B
$200K 0.18%
+5,572
New +$217K
1 2
3

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Panoramic Capital Partners's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Panoramic Capital Partners, which disclosed 59 positions worth $114M. Its ten largest holdings account for 80% of the portfolio.

Its largest position is iShares Core S&P 500 ETF: 42,338 shares worth $24.9M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, followed by Consumer Discretionary and Communication Services.

  • Panoramic Capital Partners's largest Q4 2024 buy was iShares Core S&P 500 ETF: 42,338 shares worth $24.9M.
  • Panoramic Capital Partners's ten largest holdings make up 80% of its $114M portfolio in Q4 2024.
  • Panoramic Capital Partners disclosed 59 positions in Q4 2024, its first 13F filing on record.

Based on Panoramic Capital Partners's 13F filing for Q4 2024, filed 29 Jan 2025.