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The Analysis of Panoramic Hills Capital Ltd's Holdings & P&L
Currently, Panoramic Hills Capital Ltd holds 2 types of securities in its portfolio with a total value $280.3M. In the most recent quarter, they have increased their positions in SNDK (+220.0K shares, valued at $139.8M), LITE (+49.8K shares, valued at $35.0M); initiated new positions in SNDK (+220.0K shares, valued at $139.8M).
1M P&L
+82.2M+16.18%
3M P&L
+362.8M+159.34%
HY P&L
+474.0M+406.70%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Communication Equipment140.6M
50.1%
2Computer Hardware139.8M
49.9%
Top Industries by Stock Count
1Communication Equipment1 stocks
50.0%
2Computer Hardware1 stocks
50.0%
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Stock Holdings
LITE
33.14%LUMENTUM HLDGS INC
Shares200.0K
Event2026-03-31
Filed2026-05-15
SNDK
NewSANDISK CORP
Shares220.0K
Event2026-03-31
Filed2026-05-15
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available