Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$750,411,780
+$739,041,246 QoQ
Shares Held
2,200,492
+3002.6% QoQ
Ownership
0.270%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#41
of 2,850 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, 2026CallValue
$2,295,657,974
CallShares
6,731,740
PutValue
$2,542,556,454
PutShares
7,455,740
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, 2026JANE STREET GROUP, LLC holds $9,119,929,102 across 110 Software - Infrastructure names. PANW ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,452,909 | $1,661,024,114 | |
| 2 | CRWV |
CoreWeave, Inc.
|
13,885,024 | $1,382,115,287 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
8,352,444 | $974,479,640 | |
| 4 | ORCL |
Oracle Corp
|
6,274,803 | $919,572,379 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
2,200,492 | $750,411,780 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,082,817 | $627,202,346 | |
| 7 | NTAP |
NetApp, Inc.
|
2,388,974 | $369,717,614 | |
| 8 | FFIV |
F5, Inc.
|
885,451 | $368,312,197 |
All Filings in PANW
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,542,556,454 | 7,455,740 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $750,411,780 | 2,200,492 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $2,295,657,974 | 6,731,740 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $609,623,212 | 3,802,540 | Put | Defined | 2026-05-12 | |
| 2026-03-31 | $11,370,534 | 70,924 | Shares | Defined | 2026-05-12 | |
| 2026-03-31 | $306,236,851 | 1,910,160 | Call | Defined | 2026-05-12 | |
| 2025-12-31 | $306,858,780 | 1,665,900 | Call | Defined | 2026-02-12 | |
| 2025-12-31 | $118,404,312 | 642,803 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $515,723,160 | 2,799,800 | Put | Defined | 2026-02-12 | |
| 2025-09-30 | $531,461,638 | 2,610,066 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $852,475,492 | 4,186,600 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $1,185,068,400 | 5,820,000 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $1,763,914,944 | 8,619,600 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $333,747,376 | 1,630,900 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $315,145 | 1,540 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,444,916 | 96,372 | Shares | Defined | 2025-05-19 | |
| 2025-03-31 | $1,492,673,400 | 8,747,500 | Put | Defined | 2025-05-19 | |
| 2025-03-31 | $207,771,264 | 1,217,600 | Call | Defined | 2025-05-19 | |
| 2024-12-31 | $20,707,229 | 113,801 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $290,335,376 | 1,595,600 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $1,908,724,008 | 10,489,800 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $1,788,229,240 | 5,231,800 | Put | Defined | 2024-11-15 | |
| 2024-09-30 | $54,876,673 | 160,552 | Shares | Defined | 2024-11-15 | |
| 2024-09-30 | $346,243,400 | 1,013,000 | Call | Defined | 2024-11-15 | |
| 2024-06-30 | $262,921,238 | 775,556 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $86,980,147 | 306,128 | Shares | Defined | 2024-05-16 | |
| 2023-12-31 | $146,666,823 | 497,378 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $492,516,943 | 2,100,823 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $112,993,675 | 442,228 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $115,519,627 | 578,350 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $22,557,198 | 161,654 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $60,567,247 | 369,786 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $57,964,823 | 117,352 | Shares | Defined | 2022-08-16 | |
| 2022-03-31 | $493,837,341 | 793,300 | Call | Defined | 2022-05-17 | |
| 2022-03-31 | $249,128,582 | 400,200 | Put | Defined | 2022-05-17 | |
| 2022-03-31 | $41,662,739 | 66,927 | Shares | Defined | 2022-05-17 | |
| 2021-12-31 | $5,246,903 | 9,424 | Shares | Defined | 2022-02-15 | |
| 2021-12-31 | $235,843,451 | 423,600 | Call | Defined | 2022-02-15 | |
| 2021-12-31 | $122,654,183 | 220,300 | Put | Defined | 2022-02-15 | |
| 2021-09-30 | $178,475,325 | 372,600 | Call | Defined | 2021-11-16 | |
| 2021-09-30 | $2,055,387 | 4,291 | Shares | Defined | 2021-11-16 | |
| 2021-09-30 | $82,531,665 | 172,300 | Put | Defined | 2021-11-16 | |
| 2021-06-30 | $7,036,224 | 18,963 | Shares | Defined | 2021-08-16 | |
| 2021-06-30 | $33,431,623 | 90,100 | Call | Defined | 2021-08-16 | |
| 2021-06-30 | $18,700,930 | 50,400 | Put | Defined | 2021-08-16 | |
| 2021-03-31 | $23,349,364 | 72,500 | Put | Defined | 2021-05-18 | |
| 2021-03-31 | $27,053,056 | 84,000 | Call | Defined | 2021-05-18 | |
| 2021-03-31 | $5,947,484 | 18,467 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $59,243,546 | 166,700 | Call | Defined | 2021-02-17 | |
| 2020-12-31 | $5,442,089 | 15,313 | Shares | Defined | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||