SEC Form 13F

Panoramic Capital, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$232,421,036
Positions43

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SEAGATE TECHNOLOGY HLDNGS PLSTXORD SHS$38,865,37540,275
ANTERIX INCATEXCOM$15,891,568154,377
NVIDIA CORPORATIONNVDACOM$13,059,47465,268
MICRON TECHNOLOGY INCMUCOM$11,542,90010,000
HINGE HEALTH INCHNGECL A$11,293,395136,065
AXSOME THERAPEUTICS INC.AXSMCOM$10,769,88044,000
AMAZON COM INCAMZNCOM$9,355,08339,251
HALOZYME THERAPEUTICS INCHALOCOM$9,111,880116,416
SHARONAI HOLDINGS INCSHAZCOM CL A$9,047,953106,874
CECO ENVIRONMENTAL CORPCECOCOM$7,936,12087,460

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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