Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$826,291
+$345,331 QoQ
Shares Held
2,423
-19.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,786
of 2,893 holders
Holding Since
Dec 2021
7 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, 2026SORA INVESTORS LLC holds $110,912,172 across 8 Software - Infrastructure names. PANW ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNPS |
Synopsys Inc
|
89,659 | $39,994,190 | |
| 2 | MSFT |
Microsoft Corp
|
107,134 | $39,963,124 | |
| 3 | TDC |
Teradata Corp /De/
|
542,581 | $18,800,431 | |
| 4 | TOST |
Toast, Inc.
|
157,139 | $4,371,606 | |
| 5 | MDB |
MongoDB, Inc.
|
10,029 | $3,368,741 | |
| 6 | FFIV |
F5, Inc.
|
7,103 | $2,954,563 | |
| 7 | PANW |
Palo Alto Networks Inc
This page
|
2,423 | $826,291 | |
| 8 | TWLO |
Twilio Inc
|
3,069 | $633,226 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $826,291 | 2,423 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $480,960 | 3,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,347,553 | 39,889 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,726,542 | 42,857 | Shares | Sole | 2025-11-14 | |
| 2022-09-30 | $2,306,490 | 14,082 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $5,339,892 | 8,578 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,387,964 | 20,454 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||