PANORAMIC CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BLND | 698K | $2.12M |
 | PTON | 502K | $3.09M |
 | MDXH | 239K | $852.04K |
 | LWLG | 150K | $486.00K |
 | MNRO | 144K | $2.88M |
 | BRZE | 125K | $4.27M |
 | HALO | 122K | $8.24M |
 | BIRK | 110K | $4.50M |
 | EVLV | 109K | $777.71K |
 | NVDA | 98K | $18.29M |
 | W | 94K | $9.41M |
 | INDV | 75K | $2.69M |
 | STX | 54K | $14.84M |
 | LITE | 51K | $18.94M |
 | MOD | 51K | $6.84M |
 | CMG | 50K | $1.85M |
 | FIVE | 50K | $9.38M |
 | MIAX | 46K | $2.05M |
 | AFRM | 45K | $3.38M |
 | TWLO | 41K | $5.79M |
Blend Labs, Inc.
BLND
Shares Held
698K
Value
$2.12M
Peloton Interactive, Inc.
PTON
Shares Held
502K
Value
$3.09M
MDxHealth S.A.
MDXH
Shares Held
239K
Value
$852.04K
Lightwave Logic, Inc.
LWLG
Shares Held
150K
Value
$486.00K
Monro, Inc.
MNRO
Shares Held
144K
Value
$2.88M
Braze, Inc.
BRZE
Shares Held
125K
Value
$4.27M
Halozyme Therapeutics, Inc.
HALO
Shares Held
122K
Value
$8.24M
Birkenstock Holding plc
BIRK
Shares Held
110K
Value
$4.50M
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
109K
Value
$777.71K
NVIDIA Corporation
NVDA
Shares Held
98K
Value
$18.29M
Wayfair Inc.
W
Shares Held
94K
Value
$9.41M
Indivior Pharmaceuticals Inc
INDV
Shares Held
75K
Value
$2.69M
Seagate Technology Holdings plc
STX
Shares Held
54K
Value
$14.84M
Lumentum Holdings Inc.
LITE
Shares Held
51K
Value
$18.94M
Modine Manufacturing Company
MOD
Shares Held
51K
Value
$6.84M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
50K
Value
$1.85M
Five Below, Inc.
FIVE
Shares Held
50K
Value
$9.38M
MIAMI INTERNATIONAL HOLDINGS, INC.
MIAX
Shares Held
46K
Value
$2.05M
Affirm Holdings, Inc.
AFRM
Shares Held
45K
Value
$3.38M
Twilio Inc.
TWLO
Shares Held
41K
Value
$5.79M