Position in PANW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$7,248,380
+$3,964,867 QoQ
Shares Held
21,255
+3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#837
of 2,893 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Jun 30, 2025CallValue
$20,464
CallShares
100
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, 2026SteelPeak Wealth, LLC holds $100,829,649 across 10 Software - Infrastructure names. PANW ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
195,044 | $72,755,312 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
99,778 | $11,641,099 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
21,255 | $7,248,380 | |
| 4 | NET |
Cloudflare, Inc.
|
10,035 | $2,461,384 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
44,940 | $2,143,469 | |
| 6 | ORCL |
Oracle Corp
|
14,262 | $2,090,096 | |
| 7 | CRWV |
CoreWeave, Inc.
|
9,385 | $934,182 | |
| 8 | OKTA |
Okta, Inc.
|
5,060 | $690,437 |
All Filings in PANW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,248,380 | 21,255 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,283,513 | 20,481 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,358,518 | 18,233 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,056,336 | 15,010 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $20,464 | 100 | Call | Sole | 2025-07-23 | |
| 2025-06-30 | $2,228,529 | 10,890 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $17,064 | 100 | Call | Sole | 2025-05-01 | |
| 2025-03-31 | $2,420,187 | 14,183 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,351,469 | 12,923 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $34,180 | 100 | Call | Sole | 2024-10-25 | |
| 2024-09-30 | $2,121,552 | 6,207 | Shares | Sole | 2024-10-25 | |
| 2024-09-30 | $239,260 | 700 | Put | Sole | 2024-10-25 | |
| 2024-06-30 | $2,753,778 | 8,123 | Shares | Sole | 2024-07-17 | |
| 2024-06-30 | $271,208 | 800 | Put | Sole | 2024-07-17 | |
| 2024-06-30 | $508,515 | 1,500 | Call | Sole | 2024-07-17 | |
| 2024-03-31 | $227,304 | 800 | Put | Sole | 2024-04-18 | |
| 2024-03-31 | $2,402,035 | 8,454 | Shares | Sole | 2024-04-18 | |
| 2024-03-31 | $483,021 | 1,700 | Call | Sole | 2024-04-18 | |
| 2023-12-31 | $1,759,843 | 5,968 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,357,407 | 5,790 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,146,473 | 4,487 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $715,868 | 3,584 | Shares | Sole | 2023-05-08 | |
| 2020-09-30 | $244,750 | 1,000 | Put | Sole | 2020-10-26 | |
| 2020-09-30 | $69,509 | 284 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||