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Panoramic Hills Capital Ltd

13F filer · CIK 0002083095
Reported Aug 14, 2026
Net seller this quarter
13F portfolio value$0U.S. long equity reported on 13F
Positions00 new · 2 closed
Net flow last quarter-$672MBuys minus sells
Top 10 positions weightNot reportedConcentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 20260 positions
Q1 2026Reported May 15, 20262 positions
LITELumentum Holdings Inc.$141M50.14%0.28%+33.1%Q4 2025
SNDKSandisk Corp$140M49.86%0.15%NewQ1 2026
Q4 2025Reported Feb 17, 20263 positions
TSLATesla, Inc.$162M29.17%0.01%NewQ4 2025
HOODRobinhood Markets, Inc.$67.9M12.23%0.26%NewQ4 2025
LITELumentum Holdings Inc.$55.4M9.98%0.21%NewQ4 2025
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