Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,682,627
+$3,589,894 QoQ
Shares Held
19,596
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#870
of 2,893 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Jun 30, 2026CallValue
$1,773,304
CallShares
5,200
PutValue
$0
PutShares
0
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, 2026Avestar Capital, LLC holds $54,192,064 across 17 Software - Infrastructure names. PANW ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
80,907 | $30,179,929 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
19,596 | $6,682,627 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
37,358 | $4,358,557 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
19,528 | $3,725,649 | |
| 5 | ORCL |
Oracle Corp
|
16,112 | $2,361,213 | |
| 6 | FTNT |
Fortinet, Inc.
|
8,867 | $1,362,148 | |
| 7 | NET |
Cloudflare, Inc.
|
3,907 | $958,308 | |
| 8 | SNPS |
Synopsys Inc
|
1,696 | $756,534 |
All Filings in PANW
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,773,304 | 5,200 | Call | Sole | 2026-07-29 | |
| 2026-06-30 | $6,682,627 | 19,596 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $833,664 | 5,200 | Call | Sole | 2026-05-13 | |
| 2026-03-31 | $3,092,733 | 19,291 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,152,030 | 17,112 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $184,200 | 1,000 | Call | Sole | 2026-02-10 | |
| 2025-09-30 | $3,783,463 | 18,581 | Shares | Sole | 2025-11-07 | |
| 2025-09-30 | $814,480 | 4,000 | Put | Sole | 2025-11-07 | |
| 2025-09-30 | $325,792 | 1,600 | Call | Sole | 2025-11-07 | |
| 2025-06-30 | $3,939,729 | 19,252 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $306,960 | 1,500 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $327,424 | 1,600 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $2,150,064 | 12,600 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $3,117,080 | 18,267 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $727,840 | 4,000 | Call | Sole | 2025-01-29 | |
| 2024-12-31 | $3,112,425 | 17,105 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,807,545 | 8,214 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $683,600 | 2,000 | Call | Sole | 2024-11-13 | |
| 2024-06-30 | $2,737,166 | 8,074 | Shares | Sole | 2024-08-08 | |
| 2024-06-30 | $33,901 | 100 | Call | Sole | 2024-08-08 | |
| 2024-03-31 | $28,413 | 100 | Call | Sole | 2024-05-10 | |
| 2024-03-31 | $2,130,406 | 7,498 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,241,972 | 7,603 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,820,661 | 7,766 | Shares | Sole | 2023-10-20 | |
| 2023-09-30 | $1,359,752 | 5,800 | Call | Sole | 2023-10-20 | |
| 2023-06-30 | $1,848,359 | 7,234 | Shares | Sole | 2023-08-02 | |
| 2023-06-30 | $1,481,958 | 5,800 | Call | Sole | 2023-08-02 | |
| 2023-03-31 | $1,438,727 | 7,203 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $988,501 | 7,084 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,167,822 | 7,130 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,178,046 | 2,385 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,166,958 | 3,481 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,431,429 | 2,571 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,234,382 | 2,577 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||