Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$189,889,260
+$144,993,458 QoQ
Shares Held
1,184,439
+386.0% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Holocene Advisors, LP holds $1,331,722,751 across 25 Software - Infrastructure names. PANW ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
3,411,000 | $498,961,080 | |
| 2 | MSFT |
Microsoft Corp
|
1,118,000 | $413,850,060 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
1,184,439 | $189,889,260 | |
| 4 | FTNT |
Fortinet, Inc.
|
774,723 | $63,310,363 | |
| 5 | PAYP |
PayPay Corp
|
1,781,290 | $38,012,728 | |
| 6 | RBRK |
Rubrik, Inc.
|
555,713 | $27,213,265 | |
| 7 | ORCL |
Oracle Corp
|
179,752 | $26,443,316 | |
| 8 | VRSN |
Verisign Inc/Ca
|
89,537 | $22,237,409 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $189,889,260 | 1,184,439 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,895,802 | 243,734 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $84,618,363 | 415,570 | Shares | Sole | 2025-11-14 | |
| 2023-06-30 | $37,603,534 | 294,341 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $80,554,542 | 806,594 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $59,093,957 | 721,582 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $18,680,389 | 180,049 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $34,516,416 | 371,971 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $28,811,119 | 360,891 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $41,743 | 675 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $66,505 | 1,239 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $24,648,679 | 416,140 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $13,996,115 | 365,641 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $18,145,775 | 664,031 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||