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Panoramic Hills Capital Ltd · 13F Holdings
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Panoramic Hills Capital Ltd

No.3645 Data as of 2026Q2
Latest AUM (Q2 2026)
$640.8M
QoQ Change Q1 2026
+$360.5M+128.6%
Holdings
2
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
2
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSANDISK CORP COMSNDK
78.07%49.86%$500.3M220,000$139.8M220,00000.00%Unchanged
LUMENTUM HLDGS INCLITE
21.93%50.14%$140.6M200,000$140.6M200,00000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow