Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$720,916
New position
Shares Held
2,114
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,852
of 2,893 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sagewood Asset Management LP holds $15,738,832 across 13 Software - Infrastructure names. PANW ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
27,333 | $10,195,755 | |
| 2 | VRSN |
Verisign Inc/Ca
|
3,801 | $956,179 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
6,226 | $726,387 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
2,114 | $720,916 | |
| 5 | ORCL |
Oracle Corp
|
4,091 | $599,536 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,968 | $566,249 | |
| 7 | TDC |
Teradata Corp /De/
|
12,337 | $427,477 | |
| 8 | DBX |
Dropbox, Inc.
|
13,574 | $372,877 |
All Filings in PANW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $720,916 | 2,114 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||