Position in PANW
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$2,091,475
-$1,306,667 QoQ
Shares Held
6,133
-71.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,362
of 2,893 holders
Holding Since
Jun 2020
13 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 Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$3,123,053
PutShares
18,302
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, 2026Fulcrum Asset Management LLP holds $43,109,265 across 41 Software - Infrastructure names. PANW ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
48,559 | $18,113,478 | |
| 2 | FTNT |
Fortinet, Inc.
|
56,540 | $8,685,674 | |
| 3 | OKTA |
Okta, Inc.
|
37,982 | $5,182,643 | |
| 4 | SNPS |
Synopsys Inc
|
5,587 | $2,492,193 | |
| 5 | PANW |
Palo Alto Networks Inc
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|
6,133 | $2,091,475 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
11,554 | $1,348,005 | |
| 7 | ORCL |
Oracle Corp
|
8,497 | $1,245,235 | |
| 8 | WEX |
WEX Inc.
|
8,557 | $1,207,307 |
All Filings in PANW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,091,475 | 6,133 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $3,398,142 | 21,196 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,396,648 | 18,440 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,865,929 | 18,986 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $3,993,140 | 19,513 | Shares | Sole | 2025-11-24 | |
| 2025-03-31 | $3,123,053 | 18,302 | Put | Sole | 2025-04-24 | |
| 2022-03-31 | $3,020,419 | 4,852 | Principal | Sole | 2022-05-10 | |
| 2021-12-31 | $2,714,760 | 4,876 | Principal | Sole | 2022-03-24 | |
| 2021-09-30 | $2,335,603 | 4,876 | Principal | Sole | 2021-10-19 | |
| 2021-06-30 | $2,106,000 | 0 | Principal | Sole | 2021-07-13 | |
| 2021-03-31 | $657,646 | 2,042 | Principal | Sole | 2021-04-21 | |
| 2020-12-31 | $1,259,502 | 3,544 | Principal | Sole | 2021-02-16 | |
| 2020-06-30 | $813,949 | 3,544 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||