South Street Advisors LLC

Position in PANW — Palo Alto Networks Inc

CIK 1399706 New York, NY

Position in PANW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$311,010

New position

Shares Held

912

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,358

of 2,893 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

South Street Advisors LLC holds $16,670,529 across 5 Software - Infrastructure names. PANW ranks #4 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	40,785	$15,213,620
2	PLTR	Palantir Technologies Inc.	4,600	$536,682
3	FTNT	Fortinet, Inc.	2,500	$384,050
4	PANW	Palo Alto Networks Inc This page	912	$311,010
5	NET	Cloudflare, Inc.	918	$225,167

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,010	912	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.