StockDriftsStockDriftsTop 2 Panoramic Hills Capital LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | 50.14% | 200.0K | $140.6M | +33.14%(+49.78K) | $332.86(+191.63%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 49.86% | 220.0K | $139.8M | new | $436.36(+222.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -5.70% | -16.13% |
| Top 20 Holdings Unweighted | +54.74% | +270.52% |
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