Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$39,700,843
+$3,994,042 QoQ
Shares Held
247,635
+27.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Sep 30, 2025CallValue
$40,724
CallShares
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 Mar 31, 2026Beacon Pointe Advisors, LLC holds $533,279,851 across 27 Software - Infrastructure names. PANW ranks #2 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
891,062 | $329,844,420 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
247,635 | $39,700,843 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
253,075 | $37,019,811 | |
| 4 | FTNT |
Fortinet, Inc.
|
394,508 | $32,239,193 | |
| 5 | ORCL |
Oracle Corp
|
165,908 | $24,406,725 | |
| 6 | RBRK |
Rubrik, Inc.
|
392,054 | $19,198,884 | |
| 7 | XYZ |
Block, Inc.
|
206,096 | $12,402,857 | |
| 8 | OKTA |
Okta, Inc.
|
106,514 | $8,383,716 |
All Filings in PANW
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,700,843 | 247,635 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,706,801 | 193,848 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $40,724 | 200 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $39,205,402 | 192,542 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $40,983,457 | 200,271 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $1,452,944 | 7,100 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $33,463,357 | 196,105 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $1,177,416 | 6,900 | Call | Sole | 2025-05-13 | |
| 2024-12-31 | $727,840 | 4,000 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $35,938,737 | 197,509 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $341,800 | 2,000 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $17,157,847 | 100,397 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,585,974 | 103,749 | Shares | Sole | 2024-08-12 | |
| 2024-06-30 | $339,010 | 2,000 | Put | Sole | 2024-08-12 | |
| 2024-03-31 | $15,203,370 | 107,017 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $284,130 | 2,000 | Put | Sole | 2024-05-14 | |
| 2023-12-31 | $16,519,177 | 112,040 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $9,995,701 | 85,273 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,531,275 | 27,641 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,676,016 | 26,795 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,289,642 | 32,817 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,551,766 | 31,159 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $919,221 | 11,166 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,294,198 | 12,474 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $906,868 | 9,773 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $952,570 | 11,932 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $336,728 | 5,445 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||