Concentric Capital Strategies, LP

Position in PANW — Palo Alto Networks Inc

CIK 1851869 Stamford, CT

Position in PANW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,812,391

-$2,820,814 QoQ

Shares Held

8,247

-75.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,215

of 2,892 holders

Holding Since

Mar 2022

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Concentric Capital Strategies, LP holds $37,744,766 across 15 Software - Infrastructure names. PANW ranks #6 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TENB	Tenable Holdings, Inc.	214,009	$7,892,651
2	MSFT	Microsoft Corp	20,641	$7,699,505
3	NTNX	Nutanix, Inc.	108,322	$5,520,089
4	VRNS	Varonis Systems Inc	97,526	$4,092,190
5	OKTA	Okta, Inc.	22,947	$3,131,118
6	PANW	Palo Alto Networks Inc This page	8,247	$2,812,391
7	MDB	MongoDB, Inc.	8,265	$2,776,213
8	PLTR	Palantir Technologies Inc.	6,103	$712,037

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,812,391	8,247	-50.0%	Shares	Sole	2026-08-14
2024-09-30	$5,633,205	16,481	+220.5%	Shares	Sole	2024-11-14
2024-06-30	$1,743,189	5,142	-60.0%	Shares	Sole	2024-08-14
2023-06-30	$3,287,136	12,865	-35.5%	Shares	Sole	2023-08-14
2023-03-31	$3,981,816	19,935	+88.8%	Shares	Sole	2023-05-15
2022-12-31	$1,473,681	10,561	-34.1%	Shares	Sole	2023-02-14
2022-09-30	$2,624,898	16,026	+743.5%	Shares	Sole	2022-11-14
2022-06-30	$938,485	1,900	+171.4%	Shares	Sole	2022-08-15
2022-03-31	$435,757	700	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.