PANORAMIC CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PLSE | 36K | $637.13K |
 | INDV | 33K | $799.08K |
 | CRH | 33K | $3.94M |
 | NVDA | 32K | $5.96M |
 | BOOT | 30K | $4.95M |
 | SNOW | 29K | $6.51M |
 | TWLO | 27K | $2.72M |
 | AMZN | 25K | $5.45M |
 | OLED | 22K | $3.12M |
 | EOG | 19K | $2.16M |
 | META | 14K | $10.27M |
 | GOOG | 13K | $3.15M |
 | ORCL | 13K | $3.56M |
 | OLLI | 7K | $835.88K |
 | LRCX | 5K | $669.50K |
 | NFLX | 2K | $2.86M |
 | LLY | 2K | $1.21M |
Pulse Biosciences, Inc.
PLSE
Shares Held
36K
Value
$637.13K
Indivior PLC
INDV
Shares Held
33K
Value
$799.08K
CRH plc
CRH
Shares Held
33K
Value
$3.94M
NVIDIA Corporation
NVDA
Shares Held
32K
Value
$5.96M
Boot Barn Holdings, Inc.
BOOT
Shares Held
30K
Value
$4.95M
Snowflake Inc.
SNOW
Shares Held
29K
Value
$6.51M
Twilio Inc.
TWLO
Shares Held
27K
Value
$2.72M
Amazon.com, Inc.
AMZN
Shares Held
25K
Value
$5.45M
Universal Display Corporation
OLED
Shares Held
22K
Value
$3.12M
EOG Resources, Inc.
EOG
Shares Held
19K
Value
$2.16M
Meta Platforms, Inc.
META
Shares Held
14K
Value
$10.27M
Alphabet Inc.
GOOG
Shares Held
13K
Value
$3.15M
Oracle Corporation
ORCL
Shares Held
13K
Value
$3.56M
Ollie's Bargain Outlet Holdings, Inc.
OLLI
Shares Held
7K
Value
$835.88K
Lam Research Corporation
LRCX
Shares Held
5K
Value
$669.50K
Netflix, Inc.
NFLX
Shares Held
2K
Value
$2.86M
Eli Lilly and Company
LLY
Shares Held
2K
Value
$1.21M