Portfolio (Quarterly) Guide ↗

Panoramic Capital Partners, LLC

· CIK 0002052992

13F Portfolio $162M AUM 63 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 30 Added 14 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NOW	SERVICENOW INC	Technology	1,552	$238K	0.15%	SOLD
2	CRM	SALESFORCE INC	Technology	801	$212K	0.13%	SOLD

Sector Allocation

Technology 43.7%

Financial Services 14.3%

Communication Services 10.5%

Consumer Cyclical 9.8%

Industrials 7.8%

Consumer Defensive 6.6%

Healthcare 5.0%

Energy 0.9%

Utilities 0.9%

Basic Materials 0.7%