Panoramic-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARGX",
  "LTH",
  null,
  "OLLI",
  "ONON",
  "AFRM",
  "EOG",
  "OSW",
  "META",
  "PLSE",
  "UNH",
  "NVDA",
  "STX",
  "TWLO",
  "SLQT",
  "AEHR",
  "MOD",
  "NTNX",
  "PTON",
  "AMZN",
  "RDDT",
  "HALO",
  "BA",
  "BLND",
  "CRH",
  "DELL",
  "DOMO",
  "QQQ",
  "LLY",
  "NFLX",
  "MCHP"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 31
Total Value: 86542311
Accession Number: 0001879202-25-000020
Form Type: 13F-HR
CIK: panoramic-capital
Manager Name: Panoramic-Capital

Data Enrichment

97% identified

30 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

31 positions • $86.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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ONESPAWORLD HOLDINGS Ltd

OSW|P73684113

Shares:75.2K

Value:$1.3M

% of Portfolio:1.5% ($1.3M/$86.5M)

PELOTON INTERACTIVE, INC.

PTON|70614W100

Shares:190.0K

Value:$1.2M

% of Portfolio:1.4% ($1.2M/$86.5M)

Reddit, Inc.

RDDT|75734B100

Shares:11.0K

Value:$1.2M

% of Portfolio:1.3% ($1.2M/$86.5M)

TWILIO INC

TWLO|90138F102

Shares:10.0K

Value:$979.1K

% of Portfolio:1.1% ($979.1K/$86.5M)

PULSE BIOSCIENCES, INC.

PLSE|74587B101

Shares:52.7K

Value:$848.3K

% of Portfolio:1.0% ($848.3K/$86.5M)

SelectQuote, Inc.

SLQT|816307300

Shares:241.1K

Value:$805.2K

% of Portfolio:0.9% ($805.2K/$86.5M)

DOMO, INC.

DOMO|257554105

Shares:100.0K

Value:$776.0K

% of Portfolio:0.9% ($776.0K/$86.5M)

Affirm Holdings, Inc.

AFRM|00827B106

Shares:15.2K

Value:$685.0K

% of Portfolio:0.8% ($685.0K/$86.5M)

Ollie's Bargain Outlet Holdings, Inc.

OLLI|681116109

Shares:5.0K

Value:$581.8K

% of Portfolio:0.7% ($581.8K/$86.5M)

On Holding AG

ONON|H5919C104

Shares:10.0K

Value:$439.2K

% of Portfolio:0.5% ($439.2K/$86.5M)

AEHR TEST SYSTEMS

AEHR|00760J108

Shares:33.5K

Value:$243.9K

% of Portfolio:0.3% ($243.9K/$86.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ONESPAWORLD HOLDINGS Ltd(OSWcusipP73684113)	75.2K	QoQ NEW(+75.2K) YoY-	All Managers (Combined)	$1.3M	1.5% ($1.3M/$86.5M)	QoQ NEW(+$1.3M) YoY-
PELOTON INTERACTIVE, INC.(PTONcusip70614W100)	190.0K	QoQ +85.58% (+87.6K) YoY-	All Managers (Combined)	$1.2M	1.4% ($1.2M/$86.5M)	QoQ +34.81% (+$310.1K) YoY-
Reddit, Inc.(RDDTcusip75734B100)	11.0K	QoQ NEW(+11.0K) YoY-	All Managers (Combined)	$1.2M	1.3% ($1.2M/$86.5M)	QoQ NEW(+$1.2M) YoY-
TWILIO INC(TWLOcusip90138F102)	10.0K	QoQ NEW(+10.0K) YoY-	All Managers (Combined)	$979.1K	1.1% ($979.1K/$86.5M)	QoQ NEW(+$979.1K) YoY-
PULSE BIOSCIENCES, INC.(PLSEcusip74587B101)	52.7K	QoQ +8.54% (+4.2K) YoY-	All Managers (Combined)	$848.3K	1.0% ($848.3K/$86.5M)	QoQ +0.31% (+$2.7K) YoY-
SelectQuote, Inc.(SLQTcusip816307300)	241.1K	QoQ +141.08% (+141.1K) YoY-	All Managers (Combined)	$805.2K	0.9% ($805.2K/$86.5M)	QoQ +116.45% (+$433.2K) YoY-
DOMO, INC.(DOMOcusip257554105)	100.0K	QoQ NEW(+100.0K) YoY-	All Managers (Combined)	$776.0K	0.9% ($776.0K/$86.5M)	QoQ NEW(+$776.0K) YoY-
Affirm Holdings, Inc.(AFRMcusip00827B106)	15.2K	QoQ NEW(+15.2K) YoY-	All Managers (Combined)	$685.0K	0.8% ($685.0K/$86.5M)	QoQ NEW(+$685.0K) YoY-
Ollie's Bargain Outlet Holdings, Inc.(OLLIcusip681116109)	5.0K	QoQ NEW(+5.0K) YoY-	All Managers (Combined)	$581.8K	0.7% ($581.8K/$86.5M)	QoQ NEW(+$581.8K) YoY-
On Holding AG(ONONcusipH5919C104)	10.0K	QoQ NEW(+10.0K) YoY-	All Managers (Combined)	$439.2K	0.5% ($439.2K/$86.5M)	QoQ NEW(+$439.2K) YoY-
AEHR TEST SYSTEMS(AEHRcusip00760J108)	33.5K	QoQ -80.02% (-134.1K) YoY-	All Managers (Combined)	$243.9K	0.3% ($243.9K/$86.5M)	QoQ -91.24% (-$2.5M) YoY-