PANORAMIC CAPITAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BLND | 773K | $1.31M |
 | PTON | 532K | $2.28M |
 | PRCH | 270K | $1.94M |
 | MDXH | 239K | $548.94K |
 | NAT | 225K | $1.32M |
 | NRXS | 190K | $1.41M |
 | ETON | 185K | $4.57M |
 | MNRO | 179K | $2.87M |
 | WOLF | 140K | $2.28M |
 | MEC | 140K | $2.51M |
 | ATEX | 135K | $5.16M |
 | EVLV | 134K | $808.39K |
 | HALO | 116K | $7.52M |
 | LWLG | 75K | $527.25K |
 | W | 66K | $4.98M |
 | NFLX | 60K | $5.79M |
 | PLSE | 58K | $1.25M |
 | ON | 58K | $3.56M |
 | TWLO | 56K | $7.01M |
 | MBLY | 50K | $343.50K |
Blend Labs, Inc.
BLND
Shares Held
773K
Value
$1.31M
Peloton Interactive, Inc.
PTON
Shares Held
532K
Value
$2.28M
Porch Group, Inc.
PRCH
Shares Held
270K
Value
$1.94M
MDxHealth S.A.
MDXH
Shares Held
239K
Value
$548.94K
Nordic American Tankers Limited
NAT
Shares Held
225K
Value
$1.32M
NeurAxis, Inc.
NRXS
Shares Held
190K
Value
$1.41M
Eton Pharmaceuticals, Inc.
ETON
Shares Held
185K
Value
$4.57M
Monro, Inc.
MNRO
Shares Held
179K
Value
$2.87M
Wolfspeed, Inc.
WOLF
Shares Held
140K
Value
$2.28M
Mayville Engineering Company, Inc.
MEC
Shares Held
140K
Value
$2.51M
Anterix Inc.
ATEX
Shares Held
135K
Value
$5.16M
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
134K
Value
$808.39K
Halozyme Therapeutics, Inc.
HALO
Shares Held
116K
Value
$7.52M
Lightwave Logic, Inc.
LWLG
Shares Held
75K
Value
$527.25K
Wayfair Inc.
W
Shares Held
66K
Value
$4.98M
Netflix, Inc.
NFLX
Shares Held
60K
Value
$5.79M
Pulse Biosciences, Inc.
PLSE
Shares Held
58K
Value
$1.25M
ON Semiconductor Corporation
ON
Shares Held
58K
Value
$3.56M
Twilio Inc.
TWLO
Shares Held
56K
Value
$7.01M
Mobileye Global Inc.
MBLY
Shares Held
50K
Value
$343.50K