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Panoramic Capital, LLC
Panoramic Capital, LLC is a hedge fund manager headquartered in Larkspur, California. Founded in 2011, the firm manages investment funds described as pooled investment vehicles, serving primarily institutional investors. As of March 31, 2025, the firm reported $237,500,000 in assets under management (AUM) and employs a small team of 5 professionals, with the majority engaged in investment activities. Panoramic Capital, LLC focuses on offering tailored opportunistic and growth-oriented strategies, with no indication of a retail investor client base.
Investment Strategy
Panoramic Capital, LLC strategically invests in U.S. equities and related instruments, with an emphasis on technology, consumer, and growth sectors. The firm’s approach is opportunistic, actively managing a concentrated portfolio of positions in high-conviction stocks with a focus on value creation. Panoramic’s philosophy involves intensive research, dynamic allocation, and a long/short strategy that seeks to generate alpha by identifying both undervalued opportunities for appreciation and potential overvalued companies for shorting. Their portfolios are constructed through a fundamental, bottom-up analysis aimed at maximizing returns while managing risk for institutional and sophisticated investors.
Latest 13F Filing Activity
Panoramic Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 35 equity positions and 1 options positions with a total 13F market value of $132M. The fund increased holdings in Nvidia Corporation, Five Below Inc., Lumentum HLDGS Inc. among other positions. Panoramic Capital, LLC reduced exposure to Unitedhealth Group Inc., Halozyme Therapeutics Inc., Argenx SE among others.
Top Holdings
Equity Positions (35)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S STX | SEAGATE TECHNOLOGY HLDNGS PL | 11.81% | $15.6M | 108,216 | $85.15 | $144.33 | +$4.5M |
N NVDA | NVIDIA CORPORATION | 10.31% | $13.6M | 86,250 | $154.56 | $157.99 | +$12.3M |
M META | META PLATFORMS INC | 7.14% | $9.4M | 12,788 | $588.03 | $738.09 | +$2.2M |
A AMZN | AMAZON COM INC | 5.60% | $7.4M | 33,765 | $219.39 | $219.39 | +$3.3M |
A AFRM | AFFIRM HLDGS INC | 4.06% | $5.4M | 77,579 | $64.46 | $69.14 | +$4.7M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SMCI | SUPER MICRO COMPUTER INC | New | Call | $2.5M | 500 | $49.01 | $49.01 | +500 | +$2.5M |
Industry Allocation
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