Panoramic Hills Capital Ltd holds a concentrated book of 2 stocks worth $280.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sandisk Corp. Their largest long position is Lumentum Holdings Inc at 50% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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/2083095/holdings"
Use Arkolith to show Panoramic Hills Capital Ltd's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated 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
Other tracked managers holding the same core names as Panoramic Hills Capital Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 4 / 2 | $134.0B |
| BlackRock, Inc. | 4 / 2 | $93.9B |
| VANGUARD CAPITAL MANAGEMENT LLC | 4 / 2 | $80.8B |
| STATE STREET CORP | 4 / 2 | $50.6B |
| GEODE CAPITAL MANAGEMENT, LLC | 4 / 2 | $30.8B |
| FMR LLC | 4 / 2 | $28.2B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4 / 2 | $25.8B |
| JPMORGAN CHASE & CO | 4 / 2 | $20.0B |
Ranked by how many of Panoramic Hills Capital Ltd's top 2 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lumentum Hldgs Inc COM | $140.6M | 200.0K | 50.1% | ▲+33% Added · +50K sh | |
| 2 | Sandisk Corp COM | $139.8M | 220.0K | 49.9% | ▲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.