Position in PANW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$140,610,259
+$14,530,517 QoQ
Shares Held
877,060
+28.1% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Jun 30, 2025CallValue
$40,928
CallShares
200
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 Mar 31, 2026HighTower Advisors, LLC holds $2,504,973,188 across 55 Software - Infrastructure names. PANW ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,058,749 | $1,872,597,117 | |
| 2 | ORCL |
Oracle Corp
|
1,214,246 | $178,627,729 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
877,060 | $140,610,259 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
691,345 | $101,129,946 | |
| 5 | SNPS |
Synopsys Inc
|
129,018 | $51,153,056 | |
| 6 | FTNT |
Fortinet, Inc.
|
321,978 | $26,312,042 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
200,935 | $19,611,758 | |
| 8 | NET |
Cloudflare, Inc.
|
93,181 | $19,226,967 |
All Filings in PANW
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,610,259 | 877,060 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $126,079,742 | 684,472 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $145,136,263 | 712,780 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $130,509,978 | 637,754 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $40,928 | 200 | Call | Sole | 2025-08-11 | |
| 2025-03-31 | $103,953,376 | 609,197 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $34,128 | 200 | Call | Sole | 2025-05-13 | |
| 2024-12-31 | $80,524,760 | 442,541 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $1,965,168 | 10,800 | Call | Sole | 2025-02-07 | |
| 2024-09-30 | $17,090 | 100 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $38,561,021 | 225,635 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $37,810,293 | 223,063 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $16,950 | 100 | Call | Sole | 2024-08-13 | |
| 2024-03-31 | $28,791,745 | 202,666 | Shares | Sole | 2024-05-06 | |
| 2024-03-31 | $71,032 | 500 | Call | Sole | 2024-05-06 | |
| 2024-03-31 | $14,206 | 100 | Put | Sole | 2024-05-06 | |
| 2023-12-31 | $24,556,426 | 166,552 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $58,976 | 400 | Put | Sole | 2024-02-12 | |
| 2023-09-30 | $20,348,102 | 173,589 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $22,824,708 | 178,660 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,983,389 | 190,081 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,100,782 | 187,771 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $15,961,171 | 194,898 | Shares | Sole | 2022-11-09 | |
| 2022-09-30 | $245 | 3 | Put | Sole | 2022-11-09 | |
| 2022-06-30 | $5,008,878 | 60,844 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $622 | 6 | Call | Sole | 2022-05-12 | |
| 2022-03-31 | $6,260,481 | 60,341 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $649 | 7 | Put | Sole | 2022-02-10 | |
| 2021-12-31 | $5,537,625 | 59,677 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,242,030 | 40,610 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,065,018 | 33,392 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $107 | 2 | Put | Sole | 2021-05-10 | |
| 2021-03-31 | $1,767,412 | 32,927 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,926,629 | 32,527 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,344,290 | 32,955 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,149,114 | 30,020 | Shares | Sole | 2020-08-10 | |
| 2020-06-30 | $7,655 | 200 | Put | Sole | 2020-08-10 | |
| 2020-03-31 | $859,561 | 31,455 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||