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Panoramic Capital Portfolio holdings

AUM $142M
1-Year Est. Return 161.26%
This Fund
S&P 500
This Quarter Est. Return
+20.69%
1 Year Est. Return
+161.26%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$142M
AUM Growth
-$43.9M
Cap. Flow
-$62.5M
Cap. Flow %
-43.89%
Top 10 Hldgs %
56.74%
Holding
54
New
15
Increased
10
Reduced
12
Closed
16

Top Buys

Rank Stock Value
1
ATEX icon
Anterix
ATEX
+$4.27M
2
ON icon
ON Semiconductor
ON
+$3.61M
3
LNG icon
Cheniere Energy
LNG
+$3.46M
4
KRUS icon
Kura Sushi USA
KRUS
+$3.35M
5
ETON icon
Eton Pharmaceutcials
ETON
+$3.23M

Top Sells

Rank Stock Value
1
LITE icon
Lumentum
LITE
+$17.7M
2
NVDA icon
NVIDIA
NVDA
+$13.4M
3
STX icon
Seagate
STX
+$5.88M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.65M
5
MOD icon
Modine Manufacturing
MOD
+$4.71M

Sector Composition

Rank Sector Weight
1 Technology 35.24%
2 Consumer Discretionary 28.63%
3 Healthcare 15.34%
4 Communication Services 7.68%
5 Industrials 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FANG icon
26
Diamondback Energy
FANG
$57.1B
$1.48M 1.04%
+7,500
New +$1.27M
SNOW icon
27
Snowflake
SNOW
$102B
$1.43M 1.01%
9,501
-11,000
-54% -$2.04M
NRXS icon
28
Neuraxis
NRXS
$78M
$1.41M 0.99%
190,000
+25,000
+15% +$137K
NAT icon
29
Nordic American Tanker
NAT
$1.38B
$1.32M 0.93%
+225,000
New +$1.06M
BLND icon
30
Blend Labs
BLND
$431M
$1.31M 0.92%
772,689
+75,000
+11% +$160K
PLSE icon
31
Pulse Biosciences
PLSE
$2.43B
$1.25M 0.88%
58,054
+20,000
+53% +$369K
ROC
32
Rank One Computing Corp
ROC
$84.3M
$1.22M 0.86%
+175,000
New +$1.12M
SBUX icon
33
Starbucks
SBUX
$120B
$905K 0.64%
+10,100
New +$955K
EVLV icon
34
Evolv Technologies
EVLV
$995M
$808K 0.57%
133,619
+25,000
+23% +$146K
MDXH icon
35
MDxHealth
MDXH
$21.5M
$549K 0.39%
238,668
– –
LWLG icon
36
Lightwave Logic
LWLG
$995M
$527K 0.37%
75,000
-75,000
-50% -$356K
SHAZ
37
SharonAI Holdings
SHAZ
$1.71B
$455K 0.32%
+20,000
New +$481K
MBLY icon
38
Mobileye
MBLY
$2B
$344K 0.24%
+50,000
New +$453K
AFRM icon
39
Affirm
AFRM
$23.9B
– –
-45,377
Closed -$3.38M
BE icon
40
Bloom Energy
BE
$60.6B
– –
-2,500
Closed -$217K
BIRK icon
41
Birkenstock
BIRK
$7.12B
– –
-110,000
Closed -$4.5M
BRZE icon
42
Braze
BRZE
$2.81B
– –
-124,652
Closed -$4.27M
C icon
43
Citigroup
C
$222B
– –
-36,818
Closed -$4.3M
CMG icon
44
Chipotle Mexican Grill
CMG
$47.2B
– –
-50,000
Closed -$1.85M
CRH icon
45
CRH
CRH
$63.2B
– –
-34,748
Closed -$4.34M
CWAN
46
CALL
DELISTED
Clearwater Analytics
CWAN
– –
-100,000
Closed -$2.41M
FSLR icon
47
First Solar
FSLR
$22.7B
– –
-10,364
Closed -$2.71M
GOOG icon
48
Alphabet (Google) Class C
GOOG
$4.36T
– –
-18,000
Closed -$5.65M
INDV icon
49
Indivior Pharmaceuticals
INDV
$4.73B
– –
-75,035
Closed -$2.69M
LITE icon
50
PUT
Lumentum
LITE
$55.5B
– –
-25,000
Closed -$9.21M
1
2
3

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ALM
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BRIA
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LFA
Laraway Financial Advisors Saint Cloud, Minnesota $142M AUM 22.8% 1-Year Est. Return
AC
Avant Capital Lafayette, Louisiana $142M AUM 15.27% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
BAG
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KCAM
Kagan Cocozza Asset Management Mickleton, New Jersey $142M AUM 12.02% 1-Year Est. Return
HA
HFG Advisors Cincinatti, Ohio $142M AUM 16.9% 1-Year Est. Return

Panoramic Capital's Q1 2026 Portfolio in Review

As of Q1 2026, Panoramic Capital held 54 positions worth $142M, down 24% from $186M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Panoramic Capital withdrew a net $62.5M in Q1 2026, closing 16 positions and reducing 12 holdings. Its most notable exit was Alphabet (Google) Class C, an estimated $5.65M position sold in full.

By sector, the portfolio is most concentrated in Technology at 35% of assets, down from 39% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Panoramic Capital opened a new position in Anterix worth $5.16M.

  • Panoramic Capital's largest Q1 2026 buy was Anterix: 135,000 shares worth $5.16M.
  • Panoramic Capital added most to Netflix in Q1 2026, an estimated $2.42M increase.
  • Panoramic Capital's biggest Q1 2026 reduction was Lumentum, cutting an estimated $17.7M.
  • Panoramic Capital fully exited Alphabet (Google) Class C in Q1 2026, selling an estimated $5.65M.
  • Panoramic Capital's ten largest holdings make up 57% of its $142M portfolio in Q1 2026.
  • Panoramic Capital opened 15 new positions and closed 16 in Q1 2026.
  • Panoramic Capital's portfolio value fell 24% quarter-over-quarter to $142M.

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