PANORAMIC CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BLND | 660K | $2.41M |
 | PTON | 396K | $3.56M |
 | MDXH | 155K | $720.75K |
 | RMNI | 130K | $606.57K |
 | MGNI | 126K | $2.75M |
 | DOMO | 120K | $1.90M |
 | FLNC | 115K | $1.24M |
 | EVLV | 103K | $775.27K |
 | W | 91K | $8.13M |
 | HALO | 89K | $6.56M |
 | MOD | 65K | $9.26M |
 | FIVE | 61K | $9.41M |
 | BRZE | 60K | $1.71M |
 | AFRM | 58K | $4.25M |
 | LITE | 51K | $8.37M |
 | STX | 51K | $12.03M |
 | GFL | 49K | $2.32M |
 | MNRO | 45K | $808.65K |
 | FSLR | 43K | $9.46M |
 | U | 40K | $1.59M |
Blend Labs, Inc.
BLND
Shares Held
660K
Value
$2.41M
Peloton Interactive, Inc.
PTON
Shares Held
396K
Value
$3.56M
MDxHealth S.A.
MDXH
Shares Held
155K
Value
$720.75K
Rimini Street, Inc.
RMNI
Shares Held
130K
Value
$606.57K
Magnite, Inc.
MGNI
Shares Held
126K
Value
$2.75M
Domo, Inc.
DOMO
Shares Held
120K
Value
$1.90M
Fluence Energy, Inc.
FLNC
Shares Held
115K
Value
$1.24M
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
103K
Value
$775.27K
Wayfair Inc.
W
Shares Held
91K
Value
$8.13M
Halozyme Therapeutics, Inc.
HALO
Shares Held
89K
Value
$6.56M
Modine Manufacturing Company
MOD
Shares Held
65K
Value
$9.26M
Five Below, Inc.
FIVE
Shares Held
61K
Value
$9.41M
Braze, Inc.
BRZE
Shares Held
60K
Value
$1.71M
Affirm Holdings, Inc.
AFRM
Shares Held
58K
Value
$4.25M
Lumentum Holdings Inc.
LITE
Shares Held
51K
Value
$8.37M
Seagate Technology Holdings plc
STX
Shares Held
51K
Value
$12.03M
GFL Environmental Inc.
GFL
Shares Held
49K
Value
$2.32M
Monro, Inc.
MNRO
Shares Held
45K
Value
$808.65K
First Solar, Inc.
FSLR
Shares Held
43K
Value
$9.46M
Unity Software Inc.
U
Shares Held
40K
Value
$1.59M