Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$197,783,755
+$99,319,381 QoQ
Shares Held
579,977
-5.6% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#140
of 2,892 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Mariner, LLC holds $3,659,124,671 across 72 Software - Infrastructure names. PANW ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,468,639 | $2,039,911,719 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
2,549,100 | $486,330,042 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,264,855 | $264,240,631 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
579,977 | $197,783,755 | |
| 5 | ORCL |
Oracle Corp
|
1,057,648 | $154,998,313 | |
| 6 | NET |
Cloudflare, Inc.
|
403,320 | $98,926,329 | |
| 7 | NTAP |
NetApp, Inc.
|
508,795 | $78,741,113 | |
| 8 | FTNT |
Fortinet, Inc.
|
413,710 | $63,554,129 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,783,755 | 579,977 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $98,464,374 | 614,174 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $130,723,976 | 709,685 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $137,346,778 | 674,525 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $134,151,751 | 655,550 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $102,109,098 | 598,389 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $100,911,012 | 554,578 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $90,016,105 | 263,359 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $88,460,250 | 260,937 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $67,938,039 | 239,109 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $63,106,678 | 214,008 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $43,643,115 | 186,159 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $48,270,693 | 188,919 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $36,881,990 | 184,650 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $23,203,408 | 166,285 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $25,712,409 | 156,984 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $22,004,524 | 44,549 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||