Stock Taper 
PANORAMIC CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 First Solar, Inc. | FSLR | 32.5K | $7.67M |
 Wayfair Inc. | W | 26.23K | $2.42M |
 Salesforce, Inc. | CRM | 25K | $3.92M |
 Snowflake Inc. | SNOW | 24.5K | $6.24M |
 Boost Run Inc. Class A Common Stock | BRUN | 15K | $582.15K |
 Modine Manufacturing Company | MOD | 12.87K | $3.44M |
 Micron Technology, Inc. | MU | 10K | $11.54M |
 Lumentum Holdings Inc. | LITE | 5.64K | $4.84M |
 Meta Platforms, Inc. | META | 5K | $2.82M |
 Coherent, Inc. | COHR | 2.5K | $986.17K |
 Cytokinetics, Incorporated | CYTK | 2.5K | $212.97K |