DOSSIER · 13F-HR · Q1 2026

Panoramic Hills Capital Ltd

$280M in tracked AUM across 2 positions as of Q1 2026.

PH
CIK 0002083095 · last filed Mar 31, 2026
Total AUM
$280M
as of Q1 2026
Holdings
2
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Panoramic Hills Capital Ltd filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
LITE
LUMENTUM HLDGS INC
$141M200K50.1%
02
SNDK
SANDISK CORP
$140M220K49.9%

Filing history

2026Q1Mar 31
$280M 49.5%
2 positionsView →
2025Q4Dec 31
$555M
4 positionsView →