Perennial Investment Advisors, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1801523
Los Angeles, CA
Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,029,962
+$1,745,158 QoQ
Shares Held
8,885
+10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,163
of 2,850 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Jun 30, 2026CallValue
$170,510
CallShares
500
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 Jun 30, 2026Perennial Investment Advisors, LLC holds $28,494,362 across 11 Software - Infrastructure names. PANW ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
37,244 | $13,892,756 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
47,089 | $5,493,873 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
8,885 | $3,029,962 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
3,795 | $2,896,116 | |
| 5 | ORCL |
Oracle Corp
|
10,982 | $1,609,412 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,795 | $429,367 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,362 | $334,653 | |
| 8 | TWLO |
Twilio Inc
|
1,494 | $308,257 |
All Filings in PANW
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,510 | 500 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $3,029,962 | 8,885 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,284,804 | 8,014 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,767,767 | 9,597 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,035,385 | 9,996 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,996,877 | 9,758 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,742,405 | 10,211 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,860,359 | 10,224 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,708,316 | 4,998 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $135,604 | 400 | Call | Sole | 2024-08-09 | |
| 2024-06-30 | $1,692,337 | 4,992 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,412,410 | 4,971 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $987,553 | 3,349 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $147,440 | 500 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $70,332 | 300 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $759,351 | 3,239 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $793,358 | 3,105 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $76,653 | 300 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $19,974 | 100 | Call | Sole | 2023-05-12 | |
| 2023-03-31 | $622,789 | 3,118 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $426,713 | 3,058 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $438,302 | 2,676 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $437,136 | 885 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $572,709 | 920 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $523,910 | 941 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $438,763 | 916 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $280,513 | 756 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||