Aequim Alternative Investments LP

Position in PANW — Palo Alto Networks Inc

CIK 1728201 MILL VALLEY, CA

Position in PANW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$11,341,517

New position

Shares Held

70,743

first reported quarter

Ownership

0.009%

of shares outstanding

% of Portfolio

5.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Aequim Alternative Investments LP holds $41,166,896 across 4 Software - Infrastructure names. PANW ranks #3 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRWV	CoreWeave, Inc.	208,658	$16,164,735
2	NTNX	Nutanix, Inc.	319,826	$12,156,586
3	PANW	Palo Alto Networks Inc This page	70,743	$11,341,517
4	RPAY	Repay Holdings Corp	578,484	$1,504,058

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,341,517	70,743	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.