Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$134,492,448
+$88,667,909 QoQ
Shares Held
838,900
+237.2% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $3,498,591,041 across 22 Software - Infrastructure names. PANW ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,575,643 | $2,434,105,769 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,046,400 | $299,347,392 | |
| 3 | ORCL |
Oracle Corp
|
1,919,116 | $282,321,154 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
838,900 | $134,492,448 | |
| 5 | SNPS |
Synopsys Inc
|
163,684 | $64,897,432 | |
| 6 | RELY |
Remitly Global, Inc.
|
2,710,000 | $42,465,700 | |
| 7 | FTNT |
Fortinet, Inc.
|
476,290 | $38,922,418 | |
| 8 | XYZ |
Block, Inc.
|
485,600 | $29,223,408 |
All Filings in PANW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $134,492,448 | 838,900 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $45,824,539 | 248,776 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,912,021 | 92,879 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $115,089,536 | 562,400 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $95,524,272 | 559,800 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $99,695,884 | 547,900 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $46,689,880 | 273,200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $51,343,064 | 302,900 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $39,394,624 | 277,300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $37,582,456 | 254,900 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $40,687,062 | 347,100 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $35,324,257 | 276,500 | Shares | Other | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||