Question 1

What is Panoramic Hills Capital Ltd's portfolio value?

Accepted Answer

As of Q4 2025, Panoramic Hills Capital Ltd manages $555.0M across 3 reported positions in their SEC 13F filing.

Question 2

What are Panoramic Hills Capital Ltd's top holdings?

Accepted Answer

Panoramic Hills Capital Ltd's largest 13F positions include TSLA, HOOD, LITE, representing approximately 100.0% of the reported portfolio.

Question 3

How many stocks does Panoramic Hills Capital Ltd hold?

Accepted Answer

Panoramic Hills Capital Ltd holds 3 reported positions as of their Q4 2025 13F filing.

Question 4

When did Panoramic Hills Capital Ltd last file a 13F?

Accepted Answer

The most recent 13F filing from Panoramic Hills Capital Ltd reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Rank	Stock	Shares	Value	% of Portfolio
1	TSLACall TESLA INC	960,000	$431.7M	77.79%
2	HOOD ROBINHOOD MKTS INC	600,000	$67.9M	12.23%
3	LITE LUMENTUM HLDGS INC	150,222	$55.4M	9.98%

Sector	# Holdings	Value	%
Consumer Cyclical	1	$431.7M	77.8%
Financial Services	1	$67.9M	12.2%
Technology	1	$55.4M	10.0%

Panoramic Hills Capital Ltd

Top 10 Holdings

Sector Breakdown