Panoramic Capital, LLC Purchases and Sells in Q2 2025

Panoramic Capital, LLC

$132 Billion
Q2 2025

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	73.8K + 590.0%	$94.31 - $157.99 $6.96M - $11.7M	86.3K $13.6B
AFRM	62.4K + 411.8%	$35.75 - $69.14 $2.23M - $4.32M	77.6K $5.36B
AMZN	12.3K + 56.97%	$167.32 - $223.3 $2.05M - $2.74M	33.8K $7.41B
OLLI	21K + 420.0%	$103.49 - $133.44 $2.17M - $2.8M	26K $3.43B
META	211 + 1.68%	$484.66 - $738.09 $102K - $156K	12.8K $9.44B
MOD	13.4K + 53.42%	$69.3 - $105.57 $931K - $1.42M	38.6K $3.8B

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIVE	40K New	$55.75 - $131.18 $2.23M - $5.25M	40K $5.25B
LITE	50K New	$49.56 - $95.06 $2.48M - $4.75M	50K $4.75B
SNOW	20K New	$130.53 - $223.77 $2.61M - $4.48M	20K $4.48B
MRVL	52.5K New	$49.38 - $79.97 $2.59M - $4.2M	52.5K $4.06B
BOOT	25K New	$89.13 - $167.48 $2.23M - $4.19M	25K $3.8B
OLED	23K New	$106.6 - $161.02 $2.45M - $3.7M	23K $3.55B

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HALO	-45.3K - 33.46%	$47.91 - $70.14 $2.17M - $3.17M	90K $4.68B
EOG	-14.5K - 41.41%	$104.61 - $129.97 $1.51M - $1.88M	20.5K $2.45B
LLY	-2.12K - 57.04%	$713.71 - $898.95 $1.52M - $1.91M	1.6K $1.25B
NFLX	-2.34K - 47.96%	$855.86 - $1339.13 $2.01M - $3.14M	2.54K $3.4B
LTH	-17.5K - 18.42%	$26.63 - $32.97 $466K - $577K	77.5K $2.35B
PLSE	-26.4K - 50.0%	$14.48 - $19.27 $382K - $508K	26.4K $398M

Options

Calls

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SUPER MICRO COMPUTER INC	50K New	N/A	50K $2.45B

Activity Summary All Purchases 27 New Holdings 17 Increased Positions 10 All Sells 9 Reductions 9 Sold out 0 Calls 1 Puts 0

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