Position in PANW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$90,929,230
+$45,563,481 QoQ
Shares Held
266,639
-5.8% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#218
of 2,893 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$988,958
PutShares
2,900
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, 2026Lido Advisors, LLC holds $1,026,602,793 across 33 Software - Infrastructure names. PANW ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,004,948 | $747,885,701 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
266,639 | $90,929,230 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
542,479 | $63,291,024 | |
| 4 | ORCL |
Oracle Corp
|
279,865 | $41,014,214 | |
| 5 | FTNT |
Fortinet, Inc.
|
179,684 | $27,603,054 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
80,132 | $15,287,981 | |
| 7 | NET |
Cloudflare, Inc.
|
21,864 | $5,362,801 | |
| 8 | NTNX |
Nutanix, Inc.
|
85,035 | $4,333,383 |
All Filings in PANW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,929,230 | 266,639 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $988,958 | 2,900 | Put | Defined | 2026-08-07 | |
| 2026-03-31 | $400,800 | 2,500 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $45,365,749 | 282,970 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $828,900 | 4,500 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $57,033,845 | 309,630 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,079,186 | 5,300 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $62,644,506 | 307,654 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $55,468,285 | 271,053 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $982,272 | 4,800 | Put | Defined | 2025-08-13 | |
| 2025-03-31 | $41,925,905 | 245,698 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $38,162,651 | 209,731 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $33,715,150 | 98,640 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,913,642 | 91,188 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $36,665,270 | 129,044 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $30,869,807 | 104,686 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,907,343 | 72,118 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,173,849 | 67,214 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,119,924 | 55,672 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $613,696 | 4,398 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $275,822 | 1,684 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||