Axecap Investments, LLC

Position in PANW — Palo Alto Networks Inc

CIK 2030036 MASON, OH

Position in PANW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$7,000,117

+$369,168 QoQ

Shares Held

20,527

-36.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.91%

of 13F equity value

Holder Rank

#855

of 2,893 holders

Holding Since

Sep 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Axecap Investments, LLC holds $25,201,924 across 6 Software - Infrastructure names. PANW ranks #1 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc This page	20,527	$7,000,117
2	CRWD	CrowdStrike Holdings, Inc.	33,696	$6,428,691
3	FTNT	Fortinet, Inc.	37,736	$5,797,004
4	FFIV	F5, Inc.	11,531	$4,796,434
5	MSFT	Microsoft Corp	2,565	$956,796
6	VRSN	Verisign Inc/Ca	886	$222,882

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,000,117	20,527	-36.7%	Shares	Sole	2026-08-10
2025-06-30	$6,630,949	32,403	+273.8%	Shares	Sole	2025-07-30
2025-03-31	$1,479,278	8,669	+28.9%	Shares	Sole	2025-04-15
2024-12-31	$1,223,681	6,725	+131.6%	Shares	Sole	2025-01-29
2024-09-30	$992,587	2,904	—	Shares	Sole	2024-10-22
No filing history on record for this holder in this stock.