Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,837,615
+$9,227,201 QoQ
Shares Held
31,780
+216.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#675
of 2,905 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Jun 30, 2026CallValue
$511,530
CallShares
1,500
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, 2026Arax Advisory Partners holds $345,096,441 across 98 Software - Infrastructure names. PANW ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
475,444 | $177,350,120 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
307,090 | $35,828,190 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
129,064 | $24,623,475 | |
| 4 | ORCL |
Oracle Corp
|
160,155 | $23,470,715 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
31,780 | $10,837,615 | |
| 6 | FTNT |
Fortinet, Inc.
|
59,438 | $9,130,865 | |
| 7 | SNPS |
Synopsys Inc
|
9,877 | $4,405,833 | |
| 8 | VRSN |
Verisign Inc/Ca
|
16,609 | $4,178,160 |
All Filings in PANW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,530 | 1,500 | Call | Sole | 2026-08-10 | |
| 2026-06-30 | $10,837,615 | 31,780 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,610,414 | 10,045 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,706,428 | 9,264 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,457,356 | 41,535 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $189,905 | 928 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $128,491 | 753 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $166,675 | 916 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $75,879 | 222 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $67,462 | 199 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $15,910 | 56 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,217 | 55 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $12,658 | 54 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,788 | 7 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $599 | 3 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $418 | 3 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $6,879 | 42 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,927 | 12 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $6,847 | 11 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $10,021 | 18 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $9,579 | 20 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $11,131 | 30 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $7,107 | 20 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||