13FBOX
Panoramic Capital, LLC · 13F 持仓分析
期权收益计算器 机构排行

Panoramic Capital, LLC

No.6621 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.32亿
环比变动 Q1 2026
+$9,000.6万+63.2%
持仓股票数
43
新买入
18
加仓
13
减仓
9
清仓
13
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
希捷STX
16.72%10.58%$3,886.5万4.0万股$1,507.3万3.8万股+1,799股+4.68%加仓
ANTERIXATEX
6.84%3.62%$1,589.2万15.4万股$515.6万13.5万股+1.9万股+14.35%加仓
英伟达NVDA
5.62%3.06%$1,305.9万6.5万股$435.8万2.5万股+4.0万股+161.22%加仓
美光科技MU
4.97%$1,154.3万1.0万股$00股+1.0万股新买入
HHINGE HEALTHHNGE
4.86%1.22%$1,129.3万13.6万股$173.5万4.5万股+9.1万股+202.37%加仓
AXSOME THERAPEUTICSAXSM
4.63%$1,077.0万4.4万股$00股+4.4万股新买入
亚马逊AMZN
4.03%5.01%$935.5万3.9万股$713.3万3.4万股+5,000股+14.60%加仓
HalozymeHALO
3.92%5.28%$911.2万11.6万股$752.4万11.6万股00.00%持仓不变
SSHARONAISHAZ
3.89%0.32%$904.8万10.7万股$45.5万2.0万股+8.7万股+434.37%加仓
CCECO ENVIRONMENTALCECO
3.41%2.78%$793.6万8.7万股$396.6万6.7万股+2.1万股+31.39%加仓
FFIVE BELOWFIVE
3.31%6.3%$769.5万4.3万股$897.9万3.9万股+3,500股+8.91%加仓
FIRST SOLAR COMFSLR
3.3%$766.9万3.3万股$00股+3.3万股新买入
EETON PHARMACEUTICALS INC COMETON
3.24%3.21%$753.7万20.8万股$456.6万18.5万股+2.3万股+12.54%加仓
TwilioTWLO
3.24%4.92%$752.8万3.6万股$700.7万5.6万股-1.9万股-34.49%减仓
CCITI TRENDS INC COMCTRN
3.05%$708.5万12.3万股$00股+12.3万股新买入
SNOWFLAKE COM SHSSNOW
2.68%1.01%$623.6万2.5万股$143.3万9,501股+1.5万股+157.88%加仓
LumentumLITE
2.08%9.47%$484.4万5,645股$1,348.3万1.9万股-1.4万股-70.58%减仓
赛富时CRM
1.69%$391.7万2.5万股$00股+2.5万股新买入
KKURA SUSHI USA INC CL A COMKRUS
1.61%2.45%$374.1万6.5万股$349.0万5.0万股+1.5万股+30.00%加仓
PELOTON INTERACTIVEPTON
1.61%1.6%$373.3万63.2万股$228.1万53.2万股+10.0万股+18.81%加仓
MMODINE MFGMOD
1.48%3.99%$343.5万1.3万股$568.6万2.6万股-1.3万股-50.97%减仓
PORCHPRCH
1.23%1.36%$285.6万19.0万股$193.5万27.0万股-8.0万股-29.64%减仓
Meta平台META
1.21%$281.6万5,000股$00股+5,000股新买入
PPULSE BIOSCIENCESPLSE
1.17%0.88%$271.9万9.8万股$125.3万5.8万股+4.0万股+68.90%加仓
MMAYVILLE ENGRMEC
1.13%1.76%$262.2万7.0万股$251.3万14.0万股-7.0万股-50.00%减仓
DIGITAL TURBINE COM NEWAPPS
1.08%$251.6万19.5万股$00股+19.5万股新买入
MMONRO INC COMMNRO
1.06%2.01%$245.8万14.4万股$286.6万17.9万股-3.5万股-19.59%减仓
WAYFAIRW
1.04%3.5%$242.4万2.6万股$498.1万6.6万股-4.0万股-60.40%减仓
ZZETA GLOBALZETA
0.8%$187.0万9.5万股$00股+9.5万股新买入
KKOPINKOPN
0.67%$156.8万35.0万股$00股+35.0万股新买入
BBLEND LABS INC CL ABLND
0.57%0.92%$132.1万77.3万股$131.4万77.3万股00.00%持仓不变
SSAMSARA INC CLASS AIOT
0.56%$129.7万4.0万股$00股+4.0万股新买入
SSILVACO GROUP INC COMSVCO
0.44%$103.4万7.5万股$00股+7.5万股新买入
AAIB DATA CENTERS INCAIB
0.44%$101.7万48.0万股$00股+48.0万股新买入
相干公司COHR
0.42%$98.6万2,500股$00股+2,500股新买入
GGUARDIAN METAL RESGMTL
0.42%$98.1万7.0万股$00股+7.0万股新买入
NNEURAXISNRXS
0.36%0.99%$84.1万11.5万股$140.6万19.0万股-7.5万股-39.47%减仓
BBOOST RUN INCBRUN
0.25%$58.2万1.5万股$00股+1.5万股新买入
AAMTECH SYSASYS
0.25%$57.7万2.5万股$00股+2.5万股新买入
TTHE ONCOLOGY INSTITUTE INC COMSTLN
0.23%$54.3万10.0万股$00股+10.0万股新买入
MobileyeMBLY
0.21%0.24%$48.4万5.0万股$34.4万5.0万股00.00%持仓不变
RRANK ONE COMPUTINGROC
0.17%0.86%$40.4万7.7万股$122.3万17.5万股-9.8万股-56.18%减仓
CYTOKINETICSCYTK
0.09%$21.3万2,500股$00股+2,500股新买入

🧭 机构资金流板块热力图

净流出 净流入