Position in PANW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$10,426,686
+$5,363,460 QoQ
Shares Held
30,575
-3.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#683
of 2,893 holders
Holding Since
Jun 2021
19 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 Sep 30, 2022CallValue
$0
CallShares
0
PutValue
$16,379
PutShares
200
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, 2026Strategic Blueprint, LLC holds $31,928,348 across 7 Software - Infrastructure names. PANW ranks #2 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
49,368 | $18,415,251 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
30,575 | $10,426,686 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
14,452 | $1,686,114 | |
| 4 | ORCL |
Oracle Corp
|
3,636 | $532,855 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,832 | $435,051 | |
| 6 | TWLO |
Twilio Inc
|
1,097 | $226,344 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
4,320 | $206,047 |
All Filings in PANW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,426,686 | 30,575 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,063,226 | 31,582 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,865,686 | 37,273 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,806,157 | 43,248 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $8,542,492 | 41,744 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,717,243 | 39,365 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,022,382 | 38,593 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,572,472 | 19,229 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,275,414 | 18,511 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,111,498 | 17,990 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,602,781 | 15,609 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,775,308 | 20,369 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,801,222 | 14,877 | Shares | Sole | 2023-10-18 | |
| 2023-03-31 | $6,303,394 | 31,558 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $0 | 0 | Put | Sole | 2023-01-26 | |
| 2022-12-31 | $4,276,342 | 30,646 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $16,379 | 100 | Put | Sole | 2022-11-08 | |
| 2022-09-30 | $4,717,807 | 28,804 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $49,393 | 100 | Call | Sole | 2022-08-12 | |
| 2022-06-30 | $4,604,012 | 9,321 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,088,772 | 9,781 | Shares | Sole | 2022-08-12 | |
| 2021-06-30 | $2,968 | 8 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||