GAMMA Investing LLC

Position in PANW — Palo Alto Networks Inc

CIK 2010235 FOSTER CITY, CA

Position in PANW

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$9,239,595

+$5,611,073 QoQ

Shares Held

27,094

+19.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#75

of 450 holders

Holding Since

Dec 2023

11 quarters on record

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

Technology · as of Jun 30, 2026

GAMMA Investing LLC holds $118,755,314 across 92 Software - Infrastructure names. PANW ranks #2 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	199,013	$74,235,829
2	PANW	Palo Alto Networks Inc This page	27,094	$9,239,595
3	ORCL	Oracle Corp	52,263	$7,659,142
4	PLTR	Palantir Technologies Inc.	45,195	$5,272,900
5	FTNT	Fortinet, Inc.	28,566	$4,388,308
6	SNPS	Synopsys Inc	4,850	$2,163,439
7	CRWD	CrowdStrike Holdings, Inc.	7,053	$1,345,606
8	FFIV	F5, Inc.	3,099	$1,289,060

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,239,595	27,094	+19.7%	Shares	Defined	2026-07-07
2026-03-31	$3,628,522	22,633	+31.2%	Shares	Defined	2026-04-06
2025-12-31	$3,176,897	17,247	+2.8%	Shares	Defined	2026-01-05
2025-09-30	$3,415,929	16,776	+6.5%	Shares	Defined	2025-10-02
2025-06-30	$3,223,693	15,753	+11.5%	Shares	Defined	2025-07-14
2025-03-31	$2,410,290	14,125	+10.8%	Shares	Defined	2025-04-15
2024-12-31	$2,320,171	12,751	+128.0%	Shares	Defined	2025-01-03
2024-09-30	$955,672	5,592	+44.9%	Shares	Defined	2024-10-07
2024-06-30	$654,289	3,860	+49.6%	Shares	Defined	2024-07-02
2024-03-31	$366,527	2,580	+4.2%	Shares	Defined	2024-04-05
2023-12-31	$365,208	2,477	—	Shares	Defined	2024-02-01
No filing history on record for this holder in this stock.