Institutional Fund
Panoramic Hills Capital Ltd
Road Town, British Virgin IslandsCIK 20830952 filings on record
Portfolio Value
$280.33M
Q1 2026
Holdings
2
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-1.7%
from $285.13M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Lumentum Hldgs Inc50.1%
- Sandisk Corp49.9%
Portfolio Holdings
2 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lumentum Hldgs Inc | 200.0K | $140.55M | 50.1% | +49.8K | Added |
| 2 | Sandisk Corp | 220.0K | $139.77M | 49.9% | +220.0K | New |