Position in PANW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$574,959
+$306,103 QoQ
Shares Held
1,686
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,984
of 2,893 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sunpointe, LLC holds $8,945,954 across 6 Software - Infrastructure names. PANW ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,565 | $5,806,056 | |
| 2 | ORCL |
Oracle Corp
|
11,001 | $1,612,196 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
1,686 | $574,959 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,284 | $499,814 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
4,768 | $227,415 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,468 | $225,514 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,959 | 1,686 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $268,856 | 1,677 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $324,007 | 1,759 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $326,810 | 1,605 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $316,987 | 1,549 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $287,016 | 1,682 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $302,599 | 1,663 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||