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Panoramic Hills Capital Ltd | Tormere
← Big Money
Panoramic Hills Capital Ltd
Est. AUM
$280.3M
13F long equity, this entity only
Positions
2
Period
Mar 2026 (Q1)
SEC EDGAR
View filings ↗
Current Holdings
Mar 2026 (Q1)
All
2
Long Equity
2
#
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.