Long-term investor
Panoramic Capital, LLC @panoramiccapitalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001950490).
Record
- Tracked since 2025-06-30 (462 days), 195 trades recorded
- Returns: week n/a · month n/a · 90 days -1.3% · 6 months +30.9% · 1 year +48.6% · all +48.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- STX · 16.7% · long · since 2025-06-30
- ATEX · 6.8% · long · since 2026-03-31
- NVDA · 5.6% · long · since 2025-06-30
- MU · 5.0% · long · since 2026-06-30
- HNGE · 4.9% · long · since 2026-03-31
- AXSM · 4.6% · long · since 2026-06-30
- AMZN · 4.0% · long · since 2025-06-30
- HALO · 3.9% · long · since 2025-06-30
- 778920306 · 3.9% · long · since 2026-03-31
- CECO · 3.4% · long · since 2025-09-30
- FIVE · 3.3% · long · since 2025-06-30
- FSLR · 3.3% · long · since 2025-09-30