SPIREPOINT PRIVATE CLIENT, LLC

Position in PANW — Palo Alto Networks Inc

CIK 2022908 VERO BEACH, FL

Position in PANW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$29,474,017

+$18,008,733 QoQ

Shares Held

86,429

+20.9% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

2.87%

of 13F equity value

Holder Rank

#421

of 2,893 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SPIREPOINT PRIVATE CLIENT, LLC holds $95,743,786 across 8 Software - Infrastructure names. PANW ranks #2 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	92,515	$34,509,945
2	PANW	Palo Alto Networks Inc This page	86,429	$29,474,017
3	PLTR	Palantir Technologies Inc.	208,372	$24,310,761
4	XYZ	Block, Inc.	52,531	$3,992,356
5	ORCL	Oracle Corp	10,092	$1,478,982
6	CRWD	CrowdStrike Holdings, Inc.	5,584	$1,065,343
7	IOT	Samsara Inc.	14,898	$483,142
8	NET	Cloudflare, Inc.	1,750	$429,240

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,474,017	86,429	+20.9%	Shares	Sole	2026-08-05
2026-03-31	$11,465,284	71,515	+7.2%	Shares	Sole	2026-04-22
2025-12-31	$12,291,481	66,729	+10.2%	Shares	Sole	2026-01-22
2025-09-30	$12,324,711	60,528	+2.7%	Shares	Sole	2025-10-22
2025-06-30	$12,065,983	58,962	+2.5%	Shares	Sole	2025-07-16
2025-03-31	$9,815,212	57,520	+1.1%	Shares	Sole	2025-04-23
2024-12-31	$10,350,612	56,884	+101.9%	Shares	Sole	2025-01-27
2024-09-30	$9,630,215	28,175	+3.2%	Shares	Sole	2024-11-05
2024-06-30	$9,258,024	27,309	+2.9%	Shares	Sole	2024-08-08
2024-03-31	$7,540,241	26,538	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.