Panoramic Hills Capital Ltd Hedge Fund

Location: ROAD TOWN, D8

CIK: 0002083095 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $280M (100.0% shares, 0.0% debt)

Holdings (2)

New Positions (1)

SNDK SANDISK CORP 49.9%

Value $140M Shares 220,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNDK	SANDISK CORP	220,000	$140M	49.9%	—	—	COM	80004C200

Increased Positions (1)

LITE LUMENTUM HLDGS INC 50.1%

Value $141M (+153.8%) Shares 200,000 (+33.1%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LITE	LUMENTUM HLDGS INC	200,000 (+33.1%)	$141M (+153.8%)	50.1%	—	—	COM	55024U109

Exited Positions (3)

TSLA TESLA INC 96.3%

Value $270M Shares 600,000 Est. Cost — Unrealized —

TSLA TESLA INC 57.8%

Value $162M Shares 360,000 Est. Cost — Unrealized —

HOOD ROBINHOOD MKTS INC 24.2%

Value $67.86M Shares 600,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSLA	TESLA INC	600,000	$270M	96.3%	—	—	CALL	88160R101
TSLA	TESLA INC	360,000	$162M	57.8%	—	—	—	88160R101
HOOD	ROBINHOOD MKTS INC	600,000	$67.86M	24.2%	—	—	—	770700102