PC

Panoramic Capital Portfolio holdings

AUM $158M
1-Year Est. Return 83.26%
This Quarter Est. Return
1 Year Est. Return
+83.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$3.77M
3
+$3.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.15M
5
W icon
Wayfair
W
+$2.77M

Top Sells

1
+$13.5M
2
+$10.1M
3
+$4.06M
4
MCHP icon
Microchip Technology
MCHP
+$2.74M
5
OLLI icon
Ollie's Bargain Outlet
OLLI
+$2.5M

Sector Composition

1 Technology 41.09%
2 Consumer Discretionary 26.35%
3 Communication Services 14.34%
4 Healthcare 6.29%
5 Industrials 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CECO icon
26
Ceco Environmental
CECO
$2.19B
$2.26M 1.01%
+44,060
EOG icon
27
EOG Resources
EOG
$57.1B
$2.16M 0.97%
19,255
-1,200
NPKI
28
NPK International
NPKI
$1.1B
$1.93M 0.87%
+170,434
DOMO icon
29
Domo
DOMO
$381M
$1.9M 0.85%
119,902
-20,098
BRZE icon
30
Braze
BRZE
$3.71B
$1.71M 0.77%
+60,000
U icon
31
Unity
U
$19.6B
$1.59M 0.71%
+39,655
FLNC icon
32
Fluence Energy
FLNC
$2.88B
$1.24M 0.56%
+115,000
LLY icon
33
Eli Lilly
LLY
$948B
$1.21M 0.55%
1,591
-9
OLLI icon
34
Ollie's Bargain Outlet
OLLI
$6.97B
$836K 0.38%
6,510
-19,490
MNRO icon
35
Monro
MNRO
$626M
$809K 0.36%
+45,000
INDV icon
36
Indivior
INDV
$4.43B
$799K 0.36%
+33,143
EVLV icon
37
Evolv Technologies
EVLV
$1.21B
$775K 0.35%
102,685
+17,685
MDXH icon
38
MDxHealth
MDXH
$163M
$721K 0.32%
+155,000
LRCX icon
39
Lam Research
LRCX
$207B
$670K 0.3%
+5,000
PLSE icon
40
Pulse Biosciences
PLSE
$951M
$637K 0.29%
35,996
+9,635
RMNI icon
41
Rimini Street
RMNI
$374M
$607K 0.27%
+129,608
FBTC icon
42
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.4B
$599K 0.27%
+6,000
AAPL icon
43
Apple
AAPL
$4.04T
– –
0
CRMD icon
44
CorMedix
CRMD
$901M
– –
-50,000
LTH icon
45
Life Time Group Holdings
LTH
$5.69B
– –
-77,500
LULU icon
46
lululemon athletica
LULU
$24.2B
– –
-7,000
MCHP icon
47
Microchip Technology
MCHP
$36.4B
– –
-39,000
SPY icon
48
SPDR S&P 500 ETF Trust
SPY
$713B
– –
0
TDUP icon
49
ThredUp
TDUP
$1.01B
– –
-20,000
VPG icon
50
Vishay Precision Group
VPG
$505M
– –
-15,000
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