Read this manager's filing book
Disclosed positions
Panoramic Capital, LLC: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- SEAGATE TECHNOLOGY HLDNGS PL
- Ticker
- STX
- Class
- ORD SHS
- Reported value
- $38,865,375
- Reported amount
- 40,275
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001950490-26-000007Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $38,865,375 | 40,275 | SH | None |
| ANTERIX INC | ATEX | COM | $15,891,568 | 154,377 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $13,059,474 | 65,268 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $11,542,900 | 10,000 | SH | None |
| HINGE HEALTH INC | HNGE | CL A | $11,293,395 | 136,065 | SH | None |
| AXSOME THERAPEUTICS INC. | AXSM | COM | $10,769,880 | 44,000 | SH | None |
| AMAZON COM INC | AMZN | COM | $9,355,083 | 39,251 | SH | None |
| HALOZYME THERAPEUTICS INC | HALO | COM | $9,111,880 | 116,416 | SH | None |
| SHARONAI HOLDINGS INC | SHAZ | COM CL A | $9,047,953 | 106,874 | SH | None |
| CECO ENVIRONMENTAL CORP | CECO | COM | $7,936,120 | 87,460 | SH | None |
| FIVE BELOW INC | FIVE | COM | $7,694,652 | 42,798 | SH | None |
| FIRST SOLAR INC | FSLR | COM | $7,668,700 | 32,500 | SH | None |
| ETON PHARMACEUTICALS INC | ETON | COM | $7,536,550 | 208,192 | SH | None |
| TWILIO INC | TWLO | CL A | $7,527,537 | 36,483 | SH | None |
| CITI TRENDS INC | CTRN | COM | $7,085,400 | 122,500 | SH | None |
| SNOWFLAKE INC | SNOW | COM SHS | $6,235,505 | 24,501 | SH | None |
| LUMENTUM HLDGS INC | LITE | COM | $4,843,749 | 5,645 | SH | None |
| SALESFORCE INC | CRM | COM | $3,916,500 | 25,000 | SH | None |
| KURA SUSHI USA INC | KRUS | CL A COM | $3,741,400 | 65,000 | SH | None |
| PELOTON INTERACTIVE INC | PTON | CL A COM | $3,732,927 | 631,629 | SH | None |
| MODINE MFG CO | MOD | COM | $3,435,479 | 12,866 | SH | None |
| PORCH GROUP INC | PRCH | COM | $2,856,096 | 189,900 | SH | None |
| META PLATFORMS INC | META | CL A | $2,816,450 | 5,000 | SH | None |
| PULSE BIOSCIENCES INC | PLSE | COM | $2,719,037 | 98,054 | SH | None |
| MAYVILLE ENGR CO INC | MEC | COM | $2,622,200 | 70,000 | SH | None |
| DIGITAL TURBINE INC | APPS | COM NEW | $2,515,500 | 195,000 | SH | None |
| MONRO INC | MNRO | COM | $2,458,074 | 143,663 | SH | None |
| WAYFAIR INC | W | CL A | $2,423,899 | 26,227 | SH | None |
| ZETA GLOBAL HOLDINGS CORP | ZETA | CL A | $1,869,600 | 95,000 | SH | None |
| KOPIN CORP | KOPN | COM | $1,568,000 | 350,000 | SH | None |
| BLEND LABS INC | BLND | CL A | $1,321,298 | 772,689 | SH | None |
| SAMSARA INC | IOT | COM CL A | $1,297,200 | 40,000 | SH | None |
| SILVACO GROUP INC | SVCO | COM | $1,034,250 | 75,000 | SH | None |
| AIB DATA CENTERS INC | AIB | COM | $1,016,646 | 479,550 | SH | None |
| COHERENT CORP | COHR | COM | $986,175 | 2,500 | SH | None |
| GUARDIAN METAL RES PLC | GMTL | SPONSORED ADS | $980,700 | 70,000 | SH | None |
| NEURAXIS INC | NRXS | COM | $840,650 | 115,000 | SH | None |
| BOOST RUN INC | BRUN | ORD SHS CL A | $582,150 | 15,000 | SH | None |
| AMTECH SYS INC | ASYS | COM PAR $0.01N | $577,000 | 25,000 | SH | None |
| THE ONCOLOGY INSTITUTE INC | STLN | COM | $543,000 | 100,000 | SH | None |
| MOBILEYE GLOBAL INC | MBLY | COMMON CLASS A | $484,000 | 50,000 | SH | None |
| RANK ONE COMPUTING CORP | ROC | COM SHS | $404,109 | 76,681 | SH | None |
| CYTOKINETICS INC | CYTK | COM NEW | $212,975 | 2,500 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.