本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Panoramic Hills Capital Ltd (CIK 2083095) reported $280.3M across 2 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LITE ($140.6M, 50.14%), SNDK ($139.8M, 49.86%), HOOD ($0, 0.00%), TSLA ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HLDGS INC | $140.6M | 50.14% | 200,000 | Added |
| 2 | SNDK | SANDISK CORP | $139.8M | 49.86% | 220,000 | New |
| 3 | HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | Exited |
| 4 | TSLA | TESLA INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-03-31