Position in PANW
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$3,728,081
-$1,238,687 QoQ
Shares Held
23,254
-13.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Pallas Capital Advisors LLC holds $82,988,064 across 23 Software - Infrastructure names. PANW ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
157,824 | $58,421,710 | |
| 2 | ORCL |
Oracle Corp
|
39,889 | $5,868,070 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
23,254 | $3,728,081 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
21,827 | $3,192,853 | |
| 5 | VRSN |
Verisign Inc/Ca
|
10,627 | $2,639,321 | |
| 6 | FTNT |
Fortinet, Inc.
|
26,644 | $2,177,347 | |
| 7 | NTNX |
Nutanix, Inc.
|
27,088 | $1,029,614 | |
| 8 | MDB |
MongoDB, Inc.
|
3,983 | $974,918 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,728,081 | 23,254 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,966,768 | 26,964 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,700,567 | 23,085 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,638,445 | 27,553 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $5,227,215 | 30,633 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,369,223 | 24,012 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,051,013 | 11,852 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,356,877 | 9,902 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,696,109 | 9,489 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,629,026 | 15,698 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $3,558,330 | 15,178 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,698,507 | 14,475 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,777,882 | 18,914 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,752,845 | 19,728 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,253,360 | 19,863 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,169,117 | 6,416 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,845,868 | 6,178 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,544,392 | 4,570 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,139,213 | 4,466 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $821,505 | 2,214 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||