Panoramic Hills Capital Ltd

Est. AUM

$280.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	LUMENTUM HLDGS INC	COM	$140.6M	200000	50.14%	SOLE
2	SANDISK CORP	COM	$139.8M	220000	49.86%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.