Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,773,468
+$18,219,787 QoQ
Shares Held
101,969
-1.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#381
of 2,904 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PICTON MAHONEY ASSET MANAGEMENT holds $243,932,973 across 32 Software - Infrastructure names. PANW ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
195,877 | $73,066,038 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
101,969 | $34,773,468 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
156,908 | $29,935,692 | |
| 4 | MDB |
MongoDB, Inc.
|
87,570 | $29,414,763 | |
| 5 | TWLO |
Twilio Inc
|
102,625 | $21,174,616 | |
| 6 | AKAM |
Akamai Technologies Inc
|
118,781 | $14,041,102 | |
| 7 | OKTA |
Okta, Inc.
|
90,517 | $12,351,044 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
26,574 | $4,172,915 |
All Filings in PANW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,773,468 | 101,969 | Shares | Sole | 2026-08-13 | |
| 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 | $17,796,597 | 60,352 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $18,293,353 | 78,030 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $17,127,090 | 67,031 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $13,597,899 | 68,078 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $11,158,316 | 79,965 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $14,904,071 | 90,995 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $15,129,376 | 30,630 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $14,628,989 | 23,500 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $11,995,389 | 21,545 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||