Position in PANW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,230
New position
Shares Held
30
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,842
of 2,893 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Luminist Capital LLC holds $381,251 across 7 Software - Infrastructure names. PANW ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
867 | $323,407 | |
| 2 | ORCL |
Oracle Corp
|
106 | $15,533 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
128 | $14,932 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
30 | $10,230 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
48 | $9,157 | |
| 6 | PGY |
Pagaya Technologies Ltd.
|
432 | $7,884 | |
| 7 | PATH |
UiPath, Inc.
|
10 | $108 |
All Filings in PANW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,230 | 30 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||