Hedge Fund - Panoramic Hills Capital

13F Holdings

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Last updated on May 15, 2026, 11:02am based on SEC 13F filings Last update: May 15, 2026, 11:02am

No.	Security	Ticker	Shares	Value	Activity	% Port
1.	Lumentum Holdings Inc.	LITE	200,000	$140,552,000	+34%	50.14%
2.	Sandisk Corp	SNDK	220,000	$139,774,800	NEW	49.86%
3.	Tesla Inc.CALL	TSLA	0	$0		0%
4.	Tesla Inc.	TSLA	0	$0		0%
5.	Robinhood Markets Inc.	HOOD	0	$0		0%