Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$82,217,226
+$70,400,060 QoQ
Shares Held
512,832
+699.4% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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)
Derivatives in PANW
reported options exposure · as of Mar 31, 2026CallValue
$7,166,304
CallShares
44,700
PutValue
$26,388,672
PutShares
164,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Balyasny Asset Management L.P. holds $1,081,385,431 across 54 Software - Infrastructure names. PANW ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWLO |
Twilio Inc
|
1,103,774 | $138,876,844 | |
| 2 | MSFT |
Microsoft Corp
|
316,996 | $117,342,409 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
512,832 | $82,217,226 | |
| 4 | NET |
Cloudflare, Inc.
|
350,237 | $72,267,902 | |
| 5 | OKTA |
Okta, Inc.
|
831,630 | $65,457,597 | |
| 6 | TOST |
Toast, Inc.
|
2,221,675 | $58,896,604 | |
| 7 | MQ |
Marqeta, Inc.
|
3,372,057 | $55,031,970 | |
| 8 | ORCL |
Oracle Corp
|
321,090 | $47,235,549 |
All Filings in PANW
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,388,672 | 164,600 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $7,166,304 | 44,700 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $82,217,226 | 512,832 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,749,500 | 47,500 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $11,817,166 | 64,154 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $33,929,640 | 184,200 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $10,384,620 | 51,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $71,043,018 | 348,900 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $5,527,875 | 27,148 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $60,512,048 | 295,700 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $4,583,936 | 22,400 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $2,224,641 | 10,871 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,941,784 | 23,100 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $22,156,750 | 129,845 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $27,524,232 | 161,300 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $37,410,976 | 205,600 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $2,156,226 | 11,850 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $16,958,672 | 93,200 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $59,954,283 | 350,815 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $6,254,940 | 36,600 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $7,963,940 | 46,600 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $20,519,597 | 121,056 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $7,627,725 | 45,000 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $12,492,518 | 73,700 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $6,051,969 | 42,600 | Call | Sole | 2024-05-13 | |
| 2024-03-31 | $2,183,681 | 15,371 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $6,847,533 | 48,200 | Put | Sole | 2024-05-13 | |
| 2023-12-31 | $14,535,371 | 98,585 | Shares | Other | 2024-02-14 | |
| 2023-12-31 | $45,986,536 | 311,900 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $10,468,240 | 71,000 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $5,837,556 | 49,800 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $30,289,648 | 258,400 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $59,346,493 | 506,283 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,020,477 | 125,400 | Call | Sole | 2023-08-14 | |
| 2023-06-30 | $31,031,689 | 242,900 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $56,861,577 | 445,083 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $19,544,559 | 195,700 | Call | Sole | 2023-05-15 | |
| 2023-03-31 | $59,611,004 | 596,886 | Shares | Other | 2023-05-15 | |
| 2023-03-31 | $33,746,073 | 337,900 | Put | Sole | 2023-05-15 | |
| 2022-12-31 | $13,193,507 | 189,100 | Call | Sole | 2023-02-14 | |
| 2022-12-31 | $6,819,737 | 97,746 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $25,340,464 | 363,200 | Put | Sole | 2023-02-14 | |
| 2022-09-30 | $48,958,959 | 597,826 | Shares | Other | 2022-11-15 | |
| 2022-09-30 | $20,981,499 | 256,200 | Put | Sole | 2022-11-15 | |
| 2022-09-30 | $1,310,320 | 16,000 | Call | Sole | 2022-11-15 | |
| 2022-06-30 | $7,038,642 | 85,500 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $10,732,241 | 130,367 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,870,770 | 85,500 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $19,208,174 | 185,136 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $22,164,793 | 238,862 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||