Alamar Capital Management, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1846995
SANTA BARBARA, CA
Position in PANW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,572,313
+$614,967 QoQ
Shares Held
7,543
-38.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#1,258
of 2,892 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Alamar Capital Management, LLC holds $18,067,693 across 8 Software - Infrastructure names. PANW ranks #4 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
25,875 | $3,974,917 | |
| 2 | OKTA |
Okta, Inc.
|
21,867 | $2,983,752 | |
| 3 | MDB |
MongoDB, Inc.
|
8,299 | $2,787,634 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
7,543 | $2,572,313 | |
| 5 | RBRK |
Rubrik, Inc.
|
26,620 | $2,137,053 | |
| 6 | XYZ |
Block, Inc.
|
25,125 | $1,909,500 | |
| 7 | ORCL |
Oracle Corp
|
7,555 | $1,107,185 | |
| 8 | MSFT |
Microsoft Corp
|
1,596 | $595,339 |
All Filings in PANW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,572,313 | 7,543 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,957,346 | 12,209 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,475,301 | 18,867 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $4,094,187 | 20,107 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,919,136 | 24,038 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,190,577 | 24,558 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,639,616 | 25,498 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $4,532,268 | 13,260 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,560,701 | 13,453 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $4,399,314 | 14,919 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $3,338,425 | 14,240 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $3,353,824 | 13,126 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $2,529,906 | 12,666 | Shares | Sole | 2023-08-17 | |
| 2022-12-31 | $810,308 | 5,807 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $960,464 | 5,864 | Shares | Sole | 2022-11-18 | |
| 2022-06-30 | $1,080,740 | 2,188 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,663,721 | 4,279 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,641,765 | 6,541 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,036,379 | 6,339 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,171,014 | 5,851 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $879,546 | 2,731 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||