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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
+37.76%
1 Year Est. Return
+161.26%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$132M
AUM Growth
+$45.7M
Cap. Flow
+$12.9M
Cap. Flow %
9.74%
Top 10 Hldgs %
56.48%
Holding
49
New
18
Increased
10
Reduced
9
Closed
12

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$9.28M
2
FIVE icon
Five Below
FIVE
+$3.9M
3
SNOW icon
Snowflake
SNOW
+$3.62M
4
LITE icon
Lumentum
LITE
+$3.55M
5
BOOT icon
Boot Barn
BOOT
+$3.32M

Top Sells

Rank Stock Value
1
CRH icon
CRH
CRH
+$7.33M
2
UNH icon
UnitedHealth
UNH
+$4.19M
3
NFLX icon
Netflix
NFLX
+$2.65M
4
HALO icon
Halozyme
HALO
+$2.58M
5
STX icon
Seagate
STX
+$2.4M

Sector Composition

Rank Sector Weight
1 Technology 44.22%
2 Consumer Discretionary 22.21%
3 Communication Services 11.41%
4 Financials 6.17%
5 Healthcare 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DOMO icon
26
Domo
DOMO
$174M
$1.96M 1.48%
140,000
+40,000
+40% +$402K
PTON icon
27
Peloton Interactive
PTON
$2.77B
$1.87M 1.42%
270,000
+79,986
+42% +$520K
TWLO icon
28
Twilio
TWLO
$30B
$1.87M 1.41%
15,000
+5,000
+50% +$532K
MGNI icon
29
Magnite
MGNI
$2.76B
$1.69M 1.28%
+70,000
New +$1.03M
LULU icon
30
lululemon athletica
LULU
$13.5B
$1.66M 1.26%
+7,000
New +$1.93M
LLY icon
31
Eli Lilly
LLY
$1.02T
$1.25M 0.94%
1,600
-2,124
-57% -$1.65M
CRMD icon
32
CorMedix
CRMD
$591M
$616K 0.47%
+50,000
New +$552K
NBIS
33
Nebius Group N.V.
NBIS
$48.3B
$553K 0.42%
+10,000
New +$344K
EVLV icon
34
Evolv Technologies
EVLV
$995M
$530K 0.4%
+85,000
New +$393K
VPG icon
35
Vishay Precision Group
VPG
$1.22B
$422K 0.32%
+15,000
New +$369K
PLSE icon
36
Pulse Biosciences
PLSE
$2.43B
$398K 0.3%
26,361
-26,362
-50% -$437K
TDUP icon
37
ThredUp
TDUP
$746M
$150K 0.11%
+20,000
New +$118K
AEHR icon
38
Aehr Test Systems
AEHR
$2.61B
– –
-33,455
Closed -$244K
ARGX icon
39
argenx
ARGX
$53.4B
– –
-4,000
Closed -$2.37M
BA icon
40
Boeing
BA
$171B
– –
-12,500
Closed -$2.13M
DELL icon
41
Dell
DELL
$262B
– –
-25,000
Closed -$2.28M
NTNX icon
42
Nutanix
NTNX
$16B
– –
-30,000
Closed -$2.09M
ONON icon
43
On Holding
ONON
$12.1B
– –
-10,000
Closed -$439K
OSW icon
44
OneSpaWorld
OSW
$2.61B
– –
-75,218
Closed -$1.26M
QQQ icon
45
PUT
Invesco QQQ Trust
QQQ
$453B
– –
-14,000
Closed -$6.56M
SLQT icon
46
SelectQuote
SLQT
$132M
– –
-241,082
Closed -$805K
SLV icon
47
iShares Silver Trust
SLV
$28B
– –
-70,000
Closed -$2.17M
UNH icon
48
UnitedHealth
UNH
$376B
– –
-8,000
Closed -$4.19M
RDDT icon
49
Reddit
RDDT
$27.1B
– –
-11,000
Closed -$1.15M
1
2

Similar funds

ALM
Argosy-Lionbridge Management New York $143M AUM 10.07% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
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
Bauman Advisory Group Las Vegas, Nevada $143M AUM
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 Q2 2025 Portfolio in Review

As of Q2 2025, Panoramic Capital held 49 positions worth $132M, up 53% from $86.5M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Panoramic Capital deployed $12.9M of net new capital in Q2 2025, opening 18 new positions and adding to 10 existing holdings. Its largest new stake was Five Below: 40,000 shares worth $5.25M.

By sector, the portfolio is most concentrated in Technology at 44% of assets, up from 26% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was CRH, an estimated $7.33M trimmed.

  • Panoramic Capital's largest Q2 2025 buy was Five Below: 40,000 shares worth $5.25M.
  • Panoramic Capital added most to NVIDIA in Q2 2025, an estimated $9.28M increase.
  • Panoramic Capital's biggest Q2 2025 reduction was CRH, cutting an estimated $7.33M.
  • Panoramic Capital fully exited UnitedHealth in Q2 2025, selling an estimated $4.19M.
  • Panoramic Capital's ten largest holdings make up 56% of its $132M portfolio in Q2 2025.
  • Panoramic Capital opened 18 new positions and closed 12 in Q2 2025.
  • Panoramic Capital's portfolio value rose 53% quarter-over-quarter to $132M.

Based on Panoramic Capital's 13F filing for Q2 2025, filed 14 Aug 2025.