Position in PANW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$45,993,026
+$30,456,736 QoQ
Shares Held
134,869
+39.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#327
of 2,891 holders
Holding Since
Dec 2023
11 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, 2026SAPIENT CAPITAL LLC holds $220,982,907 across 6 Software - Infrastructure names. PANW ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
438,394 | $163,529,729 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
134,869 | $45,993,026 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
68,863 | $8,034,246 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
39,480 | $1,883,047 | |
| 5 | ORCL |
Oracle Corp
|
9,050 | $1,326,277 | |
| 6 | NET |
Cloudflare, Inc.
|
883 | $216,582 |
All Filings in PANW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,993,026 | 134,869 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $15,536,290 | 96,908 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $23,838,243 | 129,415 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $25,912,884 | 127,261 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $26,796,584 | 130,945 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $22,341,042 | 130,925 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $23,716,302 | 130,338 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $22,524,278 | 65,899 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $20,894,203 | 61,633 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $17,302,380 | 60,896 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $17,898,331 | 60,697 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||