PC

Panoramic Capital Portfolio holdings

AUM $175M
1-Year Est. Return 118.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+118.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$4.66M
3
+$3.82M
4
AMZN icon
Amazon
AMZN
+$2.61M
5
ROST icon
Ross Stores
ROST
+$2.5M

Top Sells

1
+$10.3M
2
+$8.21M
3
+$3.56M
4
OLED icon
Universal Display
OLED
+$3.12M
5
CBOE icon
Cboe Global Markets
CBOE
+$2.78M

Sector Composition

1 Technology 41.26%
2 Consumer Discretionary 31.5%
3 Healthcare 9.49%
4 Communication Services 5.87%
5 Financials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NPKI
26
NPK International
NPKI
$1.31B
$2.42M 1.38%
202,754
+32,320
BLND icon
27
Blend Labs
BLND
$369M
$2.12M 1.21%
697,689
+37,660
MIAX
28
Miami International Holdings
MIAX
$4.47B
$2.05M 1.17%
+46,087
CMG icon
29
Chipotle Mexican Grill
CMG
$42.4B
$1.85M 1.06%
+50,000
NBIS
30
Nebius Group N.V.
NBIS
$39.1B
$1.55M 0.89%
18,500
-13,679
MDXH icon
31
MDxHealth
MDXH
$106M
$852K 0.49%
238,668
+83,668
EVLV icon
32
Evolv Technologies
EVLV
$1.31B
$778K 0.45%
108,619
+5,934
NRXS icon
33
Neuraxis
NRXS
$93M
$749K 0.43%
+165,000
CHYM
34
Chime Financial
CHYM
$8.49B
$629K 0.36%
+25,000
PLSE icon
35
Pulse Biosciences
PLSE
$1.42B
$522K 0.3%
38,054
+2,058
LWLG icon
36
Lightwave Logic
LWLG
$2.45B
$486K 0.28%
+150,000
BE icon
37
Bloom Energy
BE
$82.6B
$217K 0.12%
+2,500
U icon
38
Unity
U
$11.8B
– –
-39,655
GFL icon
39
GFL Environmental
GFL
$13.9B
– –
-49,030
LRCX icon
40
Lam Research
LRCX
$321B
– –
-5,000
META icon
41
Meta Platforms (Facebook)
META
$1.55T
– –
-13,978
MGNI icon
42
Magnite
MGNI
$1.96B
– –
-126,080
OLED icon
43
Universal Display
OLED
$4.51B
– –
-21,695
OLLI icon
44
Ollie's Bargain Outlet
OLLI
$5.22B
– –
-6,510
ORCL icon
45
Oracle
ORCL
$494B
– –
-12,662
RMNI icon
46
Rimini Street
RMNI
$373M
– –
-129,608
SMCI icon
47
Super Micro Computer
SMCI
$16.3B
– –
0
SPY icon
48
State Street SPDR S&P 500 ETF Trust
SPY
$736B
– –
0
AAPL icon
49
Apple
AAPL
$4.11T
– –
0
CBOE icon
50
Cboe Global Markets
CBOE
$34.2B
– –
-11,317
1
2
3