Panoramic Capital, LLC holds a focused book of 38 stocks worth $142.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Anterix Inc and trimmed Seagate Technology Holdings. Their largest long position is Seagate Technology Holdings at 11% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1950490/holdings"
Use Arkolith to show Panoramic Capital, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Seagate Technology HLDNGS PL ORD SHS | $15.1M | 38.5K | 10.6% | ▼−29% Reduced · −15K sh | |
| 2 | Lumentum Hldgs Inc COM | $13.5M | 19.2K | 9.5% | ▼−63% Reduced · −32K sh | |
| 3 | Five Below Inc COM | $9.0M | 39.3K | 6.3% | ▼−21% Reduced · −11K sh | |
| 4 | Halozyme Therapeutics Inc COM | $7.5M | 116.4K | 5.3% | ▼−4.9% Reduced · −6K sh | |
| 5 | Amazon Com Inc COM | $7.1M | 34.3K | 5.0% | ▼−5.5% Reduced · −2K sh | |
| 6 | Twilio Inc CL A | $7.0M | 55.7K | 4.9% | ▲+37% Added · +15K sh | |
| 7 | Netflix Inc. COM | $5.8M | 60.2K | 4.1% | ▲+84% Added · +28K sh | |
| 8 | Modine MFG Co COM | $5.7M | 26.2K | 4.0% | ▼−49% Reduced · −25K sh | |
| 9 | Anterix Inc COM | $5.2M | 135.0K | 3.6% | ▲New New position | |
| 10 | Wayfair Inc CL A | $5.0M | 66.2K | 3.5% | ▼−29% Reduced · −28K sh | |
| 11 | Eli Lilly & Co COM | $4.8M | 5.2K | 3.4% | ▲+59% Added · +2K sh | |
| 12 | Eton Pharmaceuticals Inc COM | $4.6M | 185.0K | 3.2% | ▲New New position | |
| 13 | Nvidia Corporation COM | $4.4M | 25.0K | 3.1% | ▼−75% Reduced · −73K sh | |
| 14 | Cheniere Energy Inc COM NEW | $4.3M | 15.0K | 3.0% | ▲New New position | |
| 15 | Boot Barn Hldgs Inc COM | $4.1M | 28.1K | 2.9% | ▼−18% Reduced · −6K sh | |
| 16 | Ceco Environmental Corp COM | $4.0M | 66.6K | 2.8% | ▲+43% Added · +20K sh | |
| 17 | On Semiconductor Corp COM | $3.6M | 57.5K | 2.5% | ▲New New position | |
| 18 | Kura Sushi USA Inc CL A COM | $3.5M | 50.0K | 2.5% | ▲New New position | |
| 19 | Monro Inc COM | $2.9M | 178.7K | 2.0% | ▲+24% Added · +35K sh | |
| 20 | Mayville Engr Co Inc COM | $2.5M | 140.0K | 1.8% | ▲New New position | |
| 21 | Wolfspeed Inc COMMON STOCK | $2.3M | 140.0K | 1.6% | ▲New New position | |
| 22 | Peloton Interactive Inc CL A COM | $2.3M | 531.6K | 1.6% | ▲+6.0% Added · +30K sh | |
| 23 | Porch Group Inc COM | $1.9M | 269.9K | 1.4% | ▲New New position | |
| 24 | NPK International Inc COM SHS | $1.9M | 127.8K | 1.3% | ▼−37% Reduced · −75K sh | |
| 25 | Hinge Health Inc CL A | $1.7M | 45.0K | 1.2% | ▲New New position | |
| 26 | Diamondback Energy Inc COM | $1.5M | 7.5K | 1.0% | ▲New New position | |
| 27 | Snowflake Inc COM SHS | $1.4M | 9.5K | 1.0% | ▼−54% Reduced · −11K sh | |
| 28 | Neuraxis Inc COM | $1.4M | 190.0K | 1.0% | ▲+15% Added · +25K sh | |
| 29 | Nordic American Tankers Limi COM | $1.3M | 225.0K | 0.9% | ▲New New position | |
| 30 | Blend Labs Inc CL A | $1.3M | 772.7K | 0.9% | ▲+11% Added · +75K sh | |
| 31 | Pulse Biosciences Inc COM | $1.3M | 58.1K | 0.9% | ▲+53% Added · +20K sh | |
| 32 | Rank One Computing Corp COM SHS | $1.2M | 175.0K | 0.9% | ▲New New position | |
| 33 | Starbucks Corp COM | $905K | 10.1K | 0.6% | ▲New New position | |
| 34 | Evolv Technologies HLDNGS In COM CL A | $808K | 133.6K | 0.6% | ▲+23% Added · +25K sh | |
| 35 | Mdxhealth Sa SHS NEW | $549K | 238.7K | 0.4% | —Held | |
| 36 | Lightwave Logic Inc COM | $527K | 75.0K | 0.4% | ▼−50% Reduced · −75K sh | |
| 37 | Sharonai Holdings Inc COM CL A | $455K | 20.0K | 0.3% | ▲New New position | |
| 38 | Mobileye Global Inc COMMON CLASS A | $344K | 50.0K | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.