Panoramic Capital’s Seagate STX Stock Holding History

Panoramic Capital’s Portfolio STX Stock Details STX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.1M	Sell	38,476 -15,400	-29%	-$5.88M	10.58%	1
2025 Q4	$14.8M	Buy	53,876 +2,895	+6%	+$751K	7.96%	3
2025 Q3	$12M	Sell	50,981 -57,235	-53%	-$9.77M	5.41%	2
2025 Q2	$15.6M	Sell	108,216 -23,217	-18%	-$2.4M	11.81%	1
2025 Q1	$11.2M	Buy	131,433 +112,433	+592%	+$10.6M	12.9%	1
2024 Q4	$1.64M	Buy	+19,000	New	+$1.91M	0.87%	31

Other funds holding STX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Panoramic Capital's STX Position: Q1 2026 in Review

Panoramic Capital reduced its Seagate (STX) stake by 29% in Q1 2026, selling an estimated $5.88M and leaving 38,476 shares worth $15.1M. The position accounts for 10.58% of the portfolio, ranked #1.

Panoramic Capital first reported a position in STX in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.6M in Q2 2025. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

Panoramic Capital held 38,476 shares of Seagate worth $15.1M as of Q1 2026.
Panoramic Capital sold 15,400 Seagate shares in Q1 2026, an estimated $5.88M.
Seagate made up 10.58% of Panoramic Capital's portfolio in Q1 2026, its #1 holding.
Panoramic Capital first reported a position in Seagate in Q4 2024 and has held it in 6 quarters since.
Panoramic Capital's Seagate position peaked at $15.6M in Q2 2025.
1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Panoramic Capital's 13F filing for Q1 2026, filed 15 May 2026.