Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,507,008
+$872,936 QoQ
Shares Held
9,400
+201.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 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 Mar 31, 2026Bayesian Capital Management, LP holds $7,857,054 across 7 Software - Infrastructure names. PANW ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,400 | $2,739,258 | |
| 2 | CRWV |
CoreWeave, Inc.
|
31,190 | $2,416,289 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
9,400 | $1,507,008 | |
| 4 | ORCL |
Oracle Corp
|
3,100 | $456,041 | |
| 5 | ZETA |
Zeta Global Holdings Corp.
|
22,930 | $365,045 | |
| 6 | GEN |
Gen Digital Inc.
|
16,411 | $309,019 | |
| 7 | RZLV |
Rezolve Ai PLC
|
25,154 | $64,394 |
All Filings in PANW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,507,008 | 9,400 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $634,072 | 3,114 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $273,024 | 1,600 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | — | 13,500 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | — | 85,335 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | — | 51,035 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | — | 32,158 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | — | 4,787 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | — | 4,509 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | — | 2,800 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||