Position in PANW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$16,553,681
+$759,084 QoQ
Shares Held
103,254
+20.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 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)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026PICTON MAHONEY ASSET MANAGEMENT holds $191,440,395 across 29 Software - Infrastructure names. PANW ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
199,360 | $73,797,091 | |
| 2 | NET |
Cloudflare, Inc.
|
119,286 | $24,613,473 | |
| 3 | MDB |
MongoDB, Inc.
|
74,672 | $18,277,465 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
103,254 | $16,553,681 | |
| 5 | AKAM |
Akamai Technologies Inc
|
117,482 | $13,492,807 | |
| 6 | TWLO |
Twilio Inc
|
87,890 | $11,058,319 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
47,493 | $6,947,276 | |
| 8 | OS |
OneStream, Inc.
|
274,000 | $6,576,000 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,553,681 | 103,254 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $15,794,597 | 85,747 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $14,034,101 | 68,923 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,567,836 | 66,301 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,409,700 | 43,423 | Shares | Sole | 2025-05-07 | |
| 2023-12-31 | $8,898,298 | 60,352 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,146,676 | 78,030 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $8,563,545 | 67,031 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $6,798,949 | 68,078 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,579,158 | 79,965 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,452,035 | 90,995 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,521,562 | 30,630 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,438,164 | 23,500 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,999,231 | 21,545 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||