Calydon Capital

Position in PANW — Palo Alto Networks Inc

CIK 1759271 MEMPHIS, TN

Position in PANW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,825,139

+$917,247 QoQ

Shares Held

5,352

-5.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#1,416

of 2,891 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Calydon Capital holds $11,087,813 across 6 Software - Infrastructure names. PANW ranks #2 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	19,361	$7,222,040
2	PANW	Palo Alto Networks Inc This page	5,352	$1,825,139
3	OKTA	Okta, Inc.	7,886	$1,076,044
4	PLTR	Palantir Technologies Inc.	3,720	$434,012
5	SNPS	Synopsys Inc	656	$292,621
6	FTNT	Fortinet, Inc.	1,549	$237,957

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,825,139	5,352	-5.5%	Shares	Sole	2026-08-14
2026-03-31	$907,892	5,663	+26.6%	Shares	Sole	2026-05-15
2025-12-31	$824,110	4,474	-4.3%	Shares	Sole	2026-02-17
2025-09-30	$951,516	4,673	-29.2%	Shares	Sole	2025-11-14
2025-06-30	$1,351,237	6,603	+33.5%	Shares	Sole	2025-08-14
2025-03-31	$843,814	4,945	+4.3%	Shares	Sole	2025-05-15
2024-12-31	$863,036	4,743	+104.4%	Shares	Sole	2025-02-18
2024-09-30	$793,317	2,321	+1.7%	Shares	Sole	2024-11-13
2024-06-30	$773,959	2,283	-16.7%	Shares	Sole	2024-08-14
2024-03-31	$778,800	2,741	-27.3%	Shares	Sole	2024-05-15
2023-12-31	$1,112,287	3,772	-15.4%	Shares	Sole	2024-02-07
2023-09-30	$1,044,664	4,456	-8.4%	Shares	Sole	2023-11-01
2023-06-30	$1,242,800	4,864	-0.8%	Shares	Sole	2023-08-21
2023-03-31	$979,125	4,902	-15.0%	Shares	Sole	2023-05-11
2022-12-31	$804,727	5,767	-3.9%	Shares	Sole	2023-02-15
2022-09-30	$983,395	6,004	+231.7%	Shares	Sole	2022-11-14
2022-06-30	$894,031	1,810	-22.8%	Shares	Sole	2022-08-15
2022-03-31	$1,460,408	2,346	-18.6%	Shares	Sole	2022-05-05
2021-12-31	$1,604,024	2,881	-6.7%	Shares	Sole	2022-02-07
2021-09-30	$1,479,630	3,089	-10.4%	Shares	Sole	2021-11-10
2021-06-30	$1,279,381	3,448	-50.8%	Shares	Sole	2021-08-10
2021-03-31	$2,255,065	7,002	+249.4%	Shares	Sole	2021-05-13
2020-12-31	$712,201	2,004	-18.3%	Shares	Sole	2021-02-16
2020-09-30	$600,372	2,453	0.0%	Shares	Sole	2020-11-12
2020-06-30	$563,380	2,453	-4.5%	Shares	Sole	2020-08-14
2020-03-31	$421,213	2,569	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.