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Panoramic Capital, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Panoramic Capital, LLC
报告期 2026-03-31 · CIK 0001950490
持仓数
38
前50大市值合计
$142.4M
报告期
2026-03-31
当前持仓
调仓
前 38 大持仓
标的
类型
市值
股数
占比*
—
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
$15.1M
38,476
10.6%
LITE
LUMENTUM HLDGS INC
COM
$13.5M
19,186
9.5%
FIVE
FIVE BELOW INC
COM
$9.0M
39,298
6.3%
HALO
HALOZYME THERAPEUTICS INC
COM
$7.5M
116,416
5.3%
AMZN
AMAZON COM INC
COM
$7.1M
34,251
5.0%
TWLO
TWILIO INC
CL A
$7.0M
55,689
4.9%
NFLX
NETFLIX INC.
COM
$5.8M
60,200
4.1%
MOD
MODINE MFG CO
COM
$5.7M
26,240
4.0%
ATEX
ANTERIX INC
COM
$5.2M
135,000
3.6%
W
WAYFAIR INC
CL A
$5.0M
66,227
3.5%
LLY
ELI LILLY & CO
COM
$4.8M
5,231
3.4%
ETON
ETON PHARMACEUTICALS INC
COM
$4.6M
185,000
3.2%
NVDA
NVIDIA CORPORATION
COM
$4.4M
24,986
3.1%
LNG
CHENIERE ENERGY INC
COM NEW
$4.3M
15,000
3.0%
BOOT
BOOT BARN HLDGS INC
COM
$4.1M
28,104
2.9%
CECO
CECO ENVIRONMENTAL CORP
COM
$4.0M
66,566
2.8%
ON
ON SEMICONDUCTOR CORP
COM
$3.6M
57,500
2.5%
KRUS
KURA SUSHI USA INC
CL A COM
$3.5M
50,000
2.5%
MNRO
MONRO INC
COM
$2.9M
178,663
2.0%
MEC
MAYVILLE ENGR CO INC
COM
$2.5M
140,000
1.8%
WOLF
WOLFSPEED INC
COMMON STOCK
$2.3M
140,000
1.6%
PTON
PELOTON INTERACTIVE INC
CL A COM
$2.3M
531,629
1.6%
PRCH
PORCH GROUP INC
COM
$1.9M
269,900
1.4%
NPKI
NPK INTERNATIONAL INC
COM SHS
$1.9M
127,754
1.3%
HNGE
HINGE HEALTH INC
CL A
$1.7M
45,000
1.2%
FANG
DIAMONDBACK ENERGY INC
COM
$1.5M
7,500
1.0%
SNOW
SNOWFLAKE INC
COM SHS
$1.4M
9,501
1.0%
NRXS
NEURAXIS INC
COM
$1.4M
190,000
1.0%
—
NORDIC AMERICAN TANKERS LIMI
COM
$1.3M
225,000
0.9%
BLND
BLEND LABS INC
CL A
$1.3M
772,689
0.9%
PLSE
PULSE BIOSCIENCES INC
COM
$1.3M
58,054
0.9%
ROC
RANK ONE COMPUTING CORP
COM SHS
$1.2M
175,000
0.9%
SBUX
STARBUCKS CORP
COM
$904.9K
10,100
0.6%
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
COM CL A
$808.4K
133,619
0.6%
—
MDXHEALTH SA
SHS NEW
$548.9K
238,668
0.4%
LWLG
LIGHTWAVE LOGIC INC
COM
$527.3K
75,000
0.4%
SHAZ
SHARONAI HOLDINGS INC
COM CL A
$454.6K
20,000
0.3%
MBLY
MOBILEYE GLOBAL INC
COMMON CLASS A
$343.5K
50,000
0.2%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
42%
前 6 大占比
SEAGATE TECHNOLOGY HLDNGS PL
10.6%
LITE
9.5%
FIVE
6.3%
HALO
5.3%
AMZN
5.0%
TWLO
4.9%
其他
58.4%
