Panoramic Capital, LLC Purchases in Q3 2025

Panoramic Capital, LLC

  • $223 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FSLR
First Solar, Inc.

Technology
42.9K
New
$160.84 - $223.53 $6.9M - $9.59M
42.9K $9.46B
MOD
Modine Manufacturing CO

Consumer Cyclical
26.5K
+ 68.83%
$90.02 - $158.57 $2.39M - $4.21M
65.1K $9.26B
W
Wayfair Inc.

Consumer Cyclical
31.1K
+ 51.76%
$51.99 - $90.17 $1.61M - $2.8M
91.1K $8.13B
FIVE
Five Below, Inc

Consumer Cyclical
20.8K
+ 52.09%
$128.78 - $155.44 $2.68M - $3.24M
60.8K $9.41B
LITE
Lumentum Holdings Inc.

Technology
1.41K
+ 2.82%
$90.44 - $171.5 $128K - $242K
51.4K $8.37B
GOOG
Alphabet Inc.

Communication Services
12.9K
New
$175.16 - $255.24 $2.26M - $3.3M
12.9K $3.15B
Nebius Group N.V.
22.2K
+ 221.79%
N/A
32.2K $3.61B
CECE
Ceco Environmental Corp

Industrials
44.1K
New
N/A
44.1K $2.26B
SNOW
Snowflake Inc.

Technology
8.86K
+ 44.31%
$191.73 - $241.0 $1.7M - $2.14M
28.9K $6.51B
Npk International Inc
170K
New
N/A
170K $1.93B
PTON
Peloton Interactive, Inc.

Consumer Cyclical
126K
+ 46.69%
$6.18 - $9.0 $779K - $1.13M
396K $3.56B
U
Unity Software Inc.

Technology
39.7K
New
$24.01 - $46.53 $952K - $1.85M
39.7K $1.59B
FLNC
Fluence Energy, Inc.

Utilities
115K
New
$6.75 - $11.91 $776K - $1.37M
115K $1.24B
CRH.L
Crh PLC

Basic Materials
3.21K
+ 10.83%
N/A
32.9K $3.94B
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
4.9K
+ 19.58%
$156.24 - $190.88 $765K - $934K
29.9K $4.95B
MGNI
Magnite, Inc.

Communication Services
56.1K
+ 80.11%
$21.75 - $26.52 $1.22M - $1.49M
126K $2.75B
TWLO
Twilio Inc

Communication Services
12.2K
+ 81.41%
$92.44 - $132.7 $1.13M - $1.62M
27.2K $2.72B
META
Meta Platforms, Inc.

Communication Services
1.19K
+ 9.31%
$695.21 - $791.73 $827K - $942K
14K $10.3B
MNRO
Monro, Inc.

Consumer Cyclical
45K
New
$13.07 - $18.68 $588K - $841K
45K $809M
Indivior PLC
33.1K
New
N/A
33.1K $799M
Mdxhealth Sa
155K
New
N/A
155K $721M
Lam Research Corp
5K
New
N/A
5K $670M
RMNI
Rimini Street, Inc.

Technology
130K
New
$3.85 - $5.24 $499K - $679K
130K $607M
Fidelity Wise Origin Bitcoin
6K
New
N/A
6K $599M
BLND
Blend Labs, Inc.

Technology
20.9K
+ 3.28%
$2.73 - $4.37 $57.2K - $91.5K
660K $2.41B
EVLV
Evolv Technologies Holdings, Inc.

Industrials
17.7K
+ 20.81%
$5.54 - $8.76 $98K - $155K
103K $775M
PLSE
Pulse Biosciences, Inc.

Healthcare
9.64K
+ 36.55%
$14.52 - $18.52 $140K - $178K
36K $637M
Activity Summary
Buys All Purchases 28 New Holdings 13 Increased Positions 15 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 4 Puts 1
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