Knollwood Investment Advisory, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1999346 HUNT VALLEY, MD

Position in PANW

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$9,933,747

-$1,331,925 QoQ

Shares Held

61,962

+1.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

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

Technology · as of Mar 31, 2026

Knollwood Investment Advisory, LLC holds $94,589,627 across 16 Software - Infrastructure names. PANW ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	97,421	$36,062,331
2	PLTR	Palantir Technologies Inc.	117,034	$17,119,733
3	RBRK	Rubrik, Inc.	237,420	$11,626,457
4	PANW	Palo Alto Networks Inc This page	61,962	$9,933,747
5	SNPS	Synopsys Inc	9,281	$3,679,730
6	FTNT	Fortinet, Inc.	42,771	$3,495,246
7	NET	Cloudflare, Inc.	16,800	$3,466,512
8	CRWD	CrowdStrike Holdings, Inc.	29,399	$2,869,415

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,933,747	61,962	+1.3%	Shares	Sole	2026-05-14
2025-12-31	$11,265,672	61,160	+0.3%	Shares	Sole	2026-02-13
2025-09-30	$12,412,878	60,961	+0.3%	Shares	Sole	2025-11-14
2025-06-30	$12,439,656	60,788	0.0%	Shares	Sole	2025-08-13
2025-03-31	$10,372,864	60,788	0.0%	Shares	Sole	2025-05-14
2024-12-31	$11,060,984	60,788	+100.0%	Shares	Sole	2025-02-14
2024-09-30	$5,194,334	30,394	0.0%	Shares	Sole	2024-11-14
2024-06-30	$5,151,934	30,394	+56.7%	Shares	Sole	2024-08-14
2024-03-31	$2,755,208	19,394	0.0%	Shares	Sole	2024-05-14
2023-12-31	$2,859,451	19,394	+35.9%	Shares	Sole	2024-02-13
2023-09-30	$1,673,198	14,274	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,823,574	14,274	0.0%	Shares	Sole	2023-11-14
2023-03-31	$1,425,544	14,274	0.0%	Shares	Sole	2023-11-14
2022-12-31	$995,896	14,274	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.