Position in PANW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$274,171,213
+$133,560,954 QoQ
Shares Held
803,974
-8.3% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#105
of 2,904 holders
Holding Since
Mar 2020
26 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 Jun 30, 2025CallValue
$2,950
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 Jun 30, 2026HighTower Advisors, LLC holds $2,789,732,904 across 57 Software - Infrastructure names. PANW ranks #2 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,008,045 | $1,868,100,945 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
803,974 | $274,171,213 | |
| 3 | ORCL |
Oracle Corp
|
1,243,136 | $182,181,580 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
759,148 | $144,834,051 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
682,258 | $79,599,040 | |
| 6 | SNPS |
Synopsys Inc
|
119,361 | $53,243,361 | |
| 7 | FTNT |
Fortinet, Inc.
|
315,086 | $48,403,511 | |
| 8 | NET |
Cloudflare, Inc.
|
126,579 | $31,047,297 |
All Filings in PANW
Export CSV
39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,171,213 | 803,974 | Shares | Sole | 2026-08-05 | |
| 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 | $2,950 | 200 | Call | Sole | 2025-08-11 | |
| 2025-03-31 | $103,953,376 | 609,197 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $1,540 | 200 | Call | Sole | 2025-05-13 | |
| 2024-12-31 | $80,524,760 | 442,541 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $21,654 | 10,800 | Call | Sole | 2025-02-07 | |
| 2024-09-30 | $3,005 | 100 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $77,122,043 | 225,635 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $75,620,587 | 223,063 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $4,180 | 100 | Call | Sole | 2024-08-13 | |
| 2024-03-31 | $57,583,490 | 202,666 | Shares | Sole | 2024-05-06 | |
| 2024-03-31 | $23,282 | 500 | Call | Sole | 2024-05-06 | |
| 2024-03-31 | $256 | 100 | Put | Sole | 2024-05-06 | |
| 2023-12-31 | $49,112,853 | 166,552 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $7,460 | 400 | Put | Sole | 2024-02-12 | |
| 2023-09-30 | $40,696,205 | 173,589 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $45,649,416 | 178,660 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $37,966,778 | 190,081 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $26,201,565 | 187,771 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $31,922,343 | 194,898 | Shares | Sole | 2022-11-09 | |
| 2022-09-30 | $491 | 3 | Put | Sole | 2022-11-09 | |
| 2022-06-30 | $30,053,273 | 60,844 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,735 | 6 | Call | Sole | 2022-05-12 | |
| 2022-03-31 | $37,562,887 | 60,341 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,897 | 7 | Put | Sole | 2022-02-10 | |
| 2021-12-31 | $33,225,754 | 59,677 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $19,452,181 | 40,610 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $12,390,108 | 33,392 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $644 | 2 | Put | Sole | 2021-05-10 | |
| 2021-03-31 | $10,604,476 | 32,927 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $11,559,777 | 32,527 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $8,065,742 | 32,955 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,894,687 | 30,020 | Shares | Sole | 2020-08-10 | |
| 2020-06-30 | $45,933 | 200 | Put | Sole | 2020-08-10 | |
| 2020-03-31 | $5,157,368 | 31,455 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||