Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,165,465
+$5,530,294 QoQ
Shares Held
29,809
+3.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#694
of 2,893 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $69,333,199 across 11 Software - Infrastructure names. PANW ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
118,457 | $44,186,830 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
29,809 | $10,165,465 | |
| 3 | ORCL |
Oracle Corp
|
36,716 | $5,380,729 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
44,926 | $5,241,516 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
11,268 | $2,149,765 | |
| 6 | CRWV |
CoreWeave, Inc.
|
5,496 | $547,071 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,308 | $508,174 | |
| 8 | SNPS |
Synopsys Inc
|
932 | $415,737 |
All Filings in PANW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,165,465 | 29,809 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,635,171 | 28,912 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,038,975 | 27,356 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,426,676 | 26,651 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,130,120 | 25,069 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,277,091 | 25,065 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,950,949 | 27,209 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,339,492 | 12,696 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,153,889 | 12,253 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,234,535 | 11,384 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,914,593 | 9,884 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,778,461 | 7,586 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,987,356 | 7,778 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,512,031 | 7,570 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $693,792 | 4,972 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||