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IRENE CHOU

Panoramic Capital, Llc

Assets Managed
$142.415M
Holdings
38
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
-23.57%(2Q avg: -19.92%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Panoramic Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 38 positions.

Assets under management

The assets under management (AUM) of Panoramic Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 142.415M in assets, with a quarterly growth rate of -23.57% and a 2-quarter average growth rate of -19.92%. The portfolio is managed by IRENE CHOU, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
STX
Seagate Technology Holdings
Recent Activity
Decreased -28.58%
10.59%
$15.073M
38,476 shares@ $391.77 avg price
LITE
Lumentum Holdings Inc
Recent Activity
Decreased -74.88%
9.47%
$13.483M
19,186 shares@ $702.76 avg price
FIVE
Five Below
Recent Activity
Decreased -21.08%
6.31%
$8.979M
39,298 shares@ $228.48 avg price
HALO
Halozyme Therapeutics Inc
Recent Activity
Decreased -4.9%
5.29%
$7.524M
116,416 shares@ $64.63 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -5.51%
5.01%
$7.133M
34,251 shares@ $208.28 avg price
TWLO
Twilio Inc - A
Recent Activity
Increased 36.87%
4.92%
$7.007M
55,689 shares@ $125.83 avg price
NFLX
Netflix Inc
Recent Activity
Increased 84.1%
4.07%
$5.788M
60,200 shares@ $96.15 avg price
MOD
Modine Manufacturing Co
Recent Activity
Decreased -48.79%
4%
$5.686M
26,240 shares@ $216.71 avg price
ATEX
Anterix Inc
Recent Activity
New Position
3.63%
$5.156M
135,000 shares@ $38.19 avg price
W
Wayfair Inc- Class A
Recent Activity
Decreased -29.34%
3.5%
$4.981M
66,227 shares@ $75.22 avg price

1-10 of 38