Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$80,912,542
+$76,029,769 QoQ
Shares Held
504,694
+1803.9% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
2.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2023CallValue
$17,348,560
CallShares
148,000
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, 2026TREMBLANT CAPITAL GROUP holds $353,732,783 across 3 Software - Infrastructure names.
All Filings in PANW
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,912,542 | 504,694 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,882,773 | 26,508 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $3,557,871 | 17,386 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,110,193 | 106,131 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,107,594 | 121,497 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,721,603 | 69,402 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,729,502 | 75,896 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $894,441 | 3,148 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $38,293,116 | 129,860 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $30,740,241 | 131,122 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $17,348,560 | 74,000 | Call | Sole | 2023-11-14 | |
| 2023-06-30 | $42,035,994 | 164,518 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $22,331,574 | 87,400 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $47,466,613 | 237,642 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $58,951,603 | 422,471 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $77,964,203 | 476,001 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $66,215,099 | 134,055 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $33,112,562 | 53,192 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $34,657,740 | 62,249 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $122,736,034 | 256,234 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $137,992,085 | 371,896 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $119,955,830 | 372,464 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $131,516,763 | 370,063 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $108,510,245 | 443,351 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $58,083,492 | 252,900 | Call | Sole | 2020-08-14 | |
| 2020-06-30 | $105,286,148 | 458,424 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $38,383,082 | 234,100 | Call | Sole | 2020-05-15 | |
| 2020-03-31 | $102,885,189 | 627,501 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||