Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$100,704,570
-$89,184,690 QoQ
Shares Held
295,304
-75.1% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#207
of 2,904 holders
Holding Since
Mar 2020
15 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 Jun 30, 2026Holocene Advisors, LP holds $2,548,772,348 across 24 Software - Infrastructure names. PANW ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,277,000 | $1,595,406,540 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,734,000 | $318,975,780 | |
| 3 | VRSN |
Verisign Inc/Ca
|
496,573 | $124,917,903 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
554,580 | $105,805,545 | |
| 5 | PANW |
Palo Alto Networks Inc
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|
295,304 | $100,704,570 | |
| 6 | OKTA |
Okta, Inc.
|
635,447 | $86,706,743 | |
| 7 | FTNT |
Fortinet, Inc.
|
563,000 | $86,488,060 | |
| 8 | RBRK |
Rubrik, Inc.
|
525,000 | $42,147,000 |
All Filings in PANW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,704,570 | 295,304 | Shares | Sole | 2026-08-14 | |
| 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 | $75,207,068 | 294,341 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $161,109,085 | 806,594 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $118,187,915 | 721,582 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $112,082,338 | 180,049 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $207,098,499 | 371,971 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $172,866,716 | 360,891 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $250,458 | 675 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $399,032 | 1,239 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $147,892,077 | 416,140 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $83,976,695 | 365,641 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $108,874,655 | 664,031 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||