Panoramic Hills Capital Ltd 13F Holdings · Q1 2026
Panoramic Hills Capital Ltd reported 2 securities worth $280.33M in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: LITE (50.14%), SNDK (49.86%), HOOD (0.00%). Among its top 25 positions this quarter: 1 new, 1 added, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HLDGS INC | $140.6M | 50.14% | 200,000 | Added |
| 2 | SNDK | SANDISK CORP | $139.8M | 49.86% | 220,000 | New |
| 3 | HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | Exited |
| 4 | TSLA | TESLA INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR