Quarry LP

Position in PANW — Palo Alto Networks Inc

CIK 1965207 NEW YORK, NY

Position in PANW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$125,049

+$49,527 QoQ

Shares Held

780

+90.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Quarry LP holds $2,481,090 across 37 Software - Infrastructure names. PANW ranks #5 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRTH	Priority Technology Holdings, Inc.	169,819	$801,545
2	ORCL	Oracle Corp	1,871	$275,242
3	GEN	Gen Digital Inc.	9,460	$178,131
4	PLTR	Palantir Technologies Inc.	906	$132,529
5	PANW	Palo Alto Networks Inc This page	780	$125,049
6	TOST	Toast, Inc.	4,444	$117,810
7	MSFT	Microsoft Corp	297	$109,940
8	OKTA	Okta, Inc.	1,339	$105,392

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$125,049	780	+90.2%	Shares	Other	2026-05-15
2025-12-31	$75,522	410	-56.1%	Shares	Other	2026-02-13
2025-06-30	$190,929	933	-20.8%	Shares	Other	2025-08-14
2025-03-31	$201,013	1,178	+130.5%	Shares	Other	2025-05-15
2024-12-31	$92,981	511	+16.9%	Shares	Other	2025-02-14
2024-09-30	$74,683	437	+60.1%	Shares	Other	2024-11-14
2024-06-30	$46,274	273	+565.9%	Shares	Other	2024-08-16
2024-03-31	$5,824	41	-85.3%	Shares	Other	2024-05-15
2023-12-31	$40,988	278	+1363.2%	Shares	Other	2024-02-20
2023-09-30	$2,227	19	-91.9%	Shares	Other	2023-11-14
2023-06-30	$30,150	236	+31.1%	Shares	Other	2023-08-14
2023-03-31	$17,976	180	-34.8%	Shares	Other	2023-05-15
2022-12-31	$19,256	276	—	Shares	Other	2023-02-14
No filing history on record for this holder in this stock.