Panoramic Capital, LLC Purchases in Q2 2025

Panoramic Capital, LLC

  • $132 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
73.8K
+ 590.0%
$94.31 - $157.99 $6.96M - $11.7M
86.3K $13.6B
FIVE
Five Below, Inc

Consumer Cyclical
40K
New
$55.75 - $131.18 $2.23M - $5.25M
40K $5.25B
LITE
Lumentum Holdings Inc.

Technology
50K
New
$49.56 - $95.06 $2.48M - $4.75M
50K $4.75B
AFRM
Affirm Holdings, Inc.

Technology
62.4K
+ 411.8%
$35.75 - $69.14 $2.23M - $4.32M
77.6K $5.36B
SNOW
Snowflake Inc.

Technology
20K
New
$130.53 - $223.77 $2.61M - $4.48M
20K $4.48B
MRVL
Marvell Technology, Inc.

Technology
52.5K
New
$49.38 - $79.97 $2.59M - $4.2M
52.5K $4.06B
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
25K
New
$89.13 - $167.48 $2.23M - $4.19M
25K $3.8B
OLED
Universal Display Corp Pa

Technology
23K
New
$106.6 - $161.02 $2.45M - $3.7M
23K $3.55B
AMZN
Amazon Com Inc

Consumer Cyclical
12.3K
+ 56.97%
$167.32 - $223.3 $2.05M - $2.74M
33.8K $7.41B
ORCL
Oracle Corp

Technology
15K
New
$122.82 - $218.63 $1.84M - $3.28M
15K $3.28B
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
21K
+ 420.0%
$103.49 - $133.44 $2.17M - $2.8M
26K $3.43B
CBOE
Cboe Global Markets, Inc.

Financial Services
12K
New
$205.81 - $234.23 $2.47M - $2.81M
12K $2.8B
GFL
Gfl Environmental Inc.

Industrials
52K
New
$42.93 - $51.58 $2.23M - $2.68M
52K $2.62B
META
Meta Platforms, Inc.

Communication Services
211
+ 1.68%
$484.66 - $738.09 $102K - $156K
12.8K $9.44B
MOD
Modine Manufacturing CO

Consumer Cyclical
13.4K
+ 53.42%
$69.3 - $105.57 $931K - $1.42M
38.6K $3.8B
MGNI
Magnite, Inc.

Communication Services
70K
New
$9.0 - $24.12 $630K - $1.69M
70K $1.69B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
7K
New
$225.56 - $335.19 $1.58M - $2.35M
7K $1.66B
DOMO
Domo, Inc.

Technology
40K
+ 40.0%
$6.64 - $14.63 $266K - $585K
140K $1.96B
TWLO
Twilio Inc

Communication Services
5K
+ 50.0%
$81.34 - $124.36 $407K - $622K
15K $1.87B
PTON
Peloton Interactive, Inc.

Consumer Cyclical
80K
+ 42.09%
$5.0 - $7.65 $400K - $612K
270K $1.87B
CRMD
Cor Medix Inc.

Healthcare
50K
New
$5.86 - $16.56 $293K - $828K
50K $616M
Nebius Group N.V.
10K
New
N/A
10K $553M
EVLV
Evolv Technologies Holdings, Inc.

Industrials
85K
New
$2.85 - $6.24 $242K - $530K
85K $530M
VPG
Vishay Precision Group, Inc.

Technology
15K
New
$19.2 - $28.25 $288K - $424K
15K $422M
BLND
Blend Labs, Inc.

Technology
85K
+ 15.34%
$3.04 - $3.74 $258K - $318K
639K $2.11B
TDUP
Thred Up Inc.

Consumer Cyclical
20K
New
$2.46 - $8.46 $49.2K - $169K
20K $150M
Activity Summary
Buys All Purchases 27 New Holdings 17 Increased Positions 10 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 1 Puts 0
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