Panoramic Hills Capital Ltd 13F Portfolio

Entity	Category	QoQ AUM Change	AUM (13F)	# of Holdings	Performance Rank	Equities Trend
PH Panoramic Hills Capital Ltd	Institutional Filer	▼ 49.49%	$280.3M	2

Current Portfolio Holdings

Showing all 2 reported positions by value

#	Stock	Company Name	Sector	Shares Held	Market Value	% of Portfolio
1	LITE	Lumentum Holdings Inc.	Technology	200K	$140.6M	50.14%
2	SNDK	Sandisk Corporation	Technology	220K	$139.8M	49.86%

Showing 1 to 2 of 2 holdings