Position in PANW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$18,891,825
+$9,710,299 QoQ
Shares Held
55,398
-3.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#539
of 2,891 holders
Holding Since
Dec 2023
11 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
$375,122
CallShares
1,100
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, 2026HUB Investment Partners, LLC holds $181,340,242 across 27 Software - Infrastructure names. PANW ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
297,773 | $111,075,284 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
55,398 | $18,891,825 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
94,596 | $18,047,497 | |
| 4 | ORCL |
Oracle Corp
|
77,754 | $11,394,848 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
77,398 | $9,030,024 | |
| 6 | NET |
Cloudflare, Inc.
|
17,981 | $4,410,379 | |
| 7 | FTNT |
Fortinet, Inc.
|
7,184 | $1,103,606 | |
| 8 | CRWV |
CoreWeave, Inc.
|
9,029 | $898,746 |
All Filings in PANW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,891,825 | 55,398 | Shares | Sole | 2026-07-31 | |
| 2026-06-30 | $375,122 | 1,100 | Call | Sole | 2026-07-31 | |
| 2026-03-31 | $160,320 | 1,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $9,181,526 | 57,270 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,570,620 | 41,100 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $10,226,047 | 55,516 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,419,439 | 51,171 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $9,834,846 | 48,300 | Call | Sole | 2025-11-12 | |
| 2025-06-30 | $8,632,329 | 42,183 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $163,712 | 800 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $7,121,660 | 41,735 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $204,768 | 1,200 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $218,352 | 1,200 | Call | Sole | 2025-02-11 | |
| 2024-12-31 | $7,559,892 | 41,547 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $205,080 | 600 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $6,816,859 | 19,944 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,655,783 | 19,633 | Shares | Sole | 2024-08-09 | |
| 2024-06-30 | $169,505 | 500 | Call | Sole | 2024-08-09 | |
| 2024-03-31 | $113,652 | 400 | Call | Sole | 2024-05-10 | |
| 2024-03-31 | $5,047,001 | 17,763 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,803,890 | 16,291 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||