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Panoramic Hills Capital Ltd
WatchNo.3645 Data as of 2026Q2Latest AUM (Q2 2026)
$640.8M
QoQ Change Q1 2026
+$360.5M+128.6%
Holdings Value Trend
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|
| SSANDISK CORP COMSNDK |
| 78.07% | 49.86% | $500.3M | 220,000 | $139.8M | 220,000 | 00.00% | Unchanged |
LUMENTUM HLDGS INCLITE |
| 21.93% | 50.14% | $140.6M | 200,000 | $140.6M | 200,000 | 00.00% | Unchanged |
🧭 Institutional Sector Flow Heatmap
Net Outflow Net Inflow