Aequim Alternative Investments LP

Position in PANW — Palo Alto Networks Inc

CIK 1728201 MILL VALLEY, CA

Position in PANW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$25,011,429

+$13,669,912 QoQ

Shares Held

73,343

+3.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

2.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Aequim Alternative Investments LP holds $89,443,980 across 5 Software - Infrastructure names. PANW ranks #2 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRWV	CoreWeave, Inc.	459,158	$45,704,587
2	PANW	Palo Alto Networks Inc This page	73,343	$25,011,429
3	NTNX	Nutanix, Inc.	319,826	$16,298,332
4	RPAY	Repay Holdings Corp	578,484	$2,429,632
5	CORZ	Core Scientific, Inc./tx	736,969	$0

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,011,429	73,343	+3.7%	Shares	Sole	2026-08-11
2026-03-31	$11,341,517	70,743	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.