Asio Capital, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1803291 LEXINGTON, KY

Position in PANW

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$20,909,300

+$10,398,401 QoQ

Shares Held

61,314

-6.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

4.64%

of 13F equity value

Holder Rank

#509

of 2,893 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Asio Capital, LLC holds $47,553,646 across 5 Software - Infrastructure names. PANW ranks #1 (44.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc This page	61,314	$20,909,300
2	MSFT	Microsoft Corp	42,668	$15,916,017
3	SNPS	Synopsys Inc	9,667	$4,312,158
4	TOST	Toast, Inc.	126,948	$3,531,693
5	CRWD	CrowdStrike Holdings, Inc.	60,476	$2,884,478

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,909,300	61,314	-6.5%	Shares	Sole	2026-07-17
2026-03-31	$10,510,899	65,562	+13.2%	Shares	Sole	2026-04-15
2025-12-31	$10,670,153	57,927	+2.9%	Shares	Sole	2026-01-21
2025-09-30	$11,459,937	56,281	+7.2%	Shares	Sole	2025-10-16
2025-06-30	$10,741,962	52,492	+1.7%	Shares	Sole	2025-07-17
2025-03-31	$8,811,678	51,639	+1.2%	Shares	Sole	2025-04-17
2024-12-31	$9,288,512	51,047	+98.2%	Shares	Sole	2025-01-21
2024-09-30	$8,802,033	25,752	+0.9%	Shares	Sole	2024-10-10
2024-06-30	$8,653,908	25,527	+0.3%	Shares	Sole	2024-07-17
2024-03-31	$7,233,949	25,460	+5.1%	Shares	Sole	2024-04-16
2023-12-31	$7,142,288	24,221	+0.6%	Shares	Sole	2024-01-11
2023-09-30	$5,646,252	24,084	+3.7%	Shares	Sole	2023-10-31
2023-06-30	$5,934,730	23,227	+0.3%	Shares	Sole	2023-08-03
2023-03-31	$4,626,178	23,161	+0.5%	Shares	Sole	2023-04-24
2022-12-31	$3,215,280	23,042	+0.5%	Shares	Sole	2023-01-27
2022-09-30	$3,753,575	22,917	+207.9%	Shares	Sole	2022-10-27
2022-06-30	$3,675,899	7,442	+0.6%	Shares	Sole	2022-08-04
2022-03-31	$4,606,575	7,400	-35.2%	Shares	Sole	2022-04-28
2021-12-31	$6,359,867	11,423	+0.3%	Shares	Sole	2022-02-14
2021-09-30	$5,456,286	11,391	+1.6%	Shares	Sole	2021-11-01
2021-06-30	$4,160,214	11,212	+3.3%	Shares	Sole	2021-07-30
2021-03-31	$3,494,997	10,852	+1.5%	Shares	Sole	2021-05-05
2020-12-31	$3,798,410	10,688	-1.7%	Shares	Sole	2021-02-08
2020-09-30	$2,661,168	10,873	+11.7%	Shares	Sole	2020-10-15
2020-06-30	$2,235,376	9,733	+15.0%	Shares	Sole	2020-07-31
2020-03-31	$1,387,267	8,461	—	Shares	Sole	2020-10-15
No filing history on record for this holder in this stock.