Avalon Global Asset Management LLC
Position in PANW — Palo Alto Networks Inc
CIK 1314273
SAN FRANCISCO, CA
Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$51,030,232
+$27,039,948 QoQ
Shares Held
149,640
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
7.51%
of 13F equity value
Holder Rank
#310
of 2,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Sep 30, 2025CallValue
$6,108,600
CallShares
30,000
PutValue
$0
PutShares
0
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 Jun 30, 2026Avalon Global Asset Management LLC holds $134,587,511 across 4 Software - Infrastructure names. PANW ranks #2 (37.9% of the industry book) .
All Filings in PANW
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,030,232 | 149,640 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $23,990,284 | 149,640 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $24,800,688 | 134,640 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,415,396 | 134,640 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $6,108,600 | 30,000 | Call | Sole | 2025-11-13 | |
| 2025-06-30 | $27,552,729 | 134,640 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $22,974,969 | 134,640 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $24,098,782 | 132,440 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,633,996 | 66,220 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,170,300 | 30,000 | Call | Sole | 2024-08-13 | |
| 2024-06-30 | $22,449,242 | 66,220 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $18,729,849 | 65,920 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $11,365,200 | 40,000 | Call | Sole | 2024-05-15 | |
| 2023-12-31 | $19,438,489 | 65,920 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,274,824 | 69,420 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,587,709 | 64,920 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $14,179,542 | 70,990 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,022,264 | 78,990 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,528,297 | 76,490 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,104,222 | 26,530 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $20,437,009 | 32,830 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $20,338,435 | 36,530 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $22,048,360 | 46,030 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,079,440 | 46,030 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $14,824,431 | 46,030 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $16,358,610 | 46,030 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $11,265,851 | 46,030 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,780,188 | 60,000 | Call | Sole | 2020-08-13 | |
| 2020-06-30 | $10,571,700 | 46,030 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,547,088 | 46,030 | Shares | Sole | 2020-05-14 | |
| 2020-03-31 | $819,801 | 5,000 | Call | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||