Sphera Management Technology Funds Ltd
Position in PANW — Palo Alto Networks Inc
CIK 2030525
TEL AVIV, L3
Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,876,586
+$1,269,386 QoQ
Shares Held
14,300
-36.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#1,002
of 2,893 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sphera Management Technology Funds Ltd holds $43,407,249 across 9 Software - Infrastructure names. PANW ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
36,550 | $13,633,881 | |
| 2 | ORCL |
Oracle Corp
|
34,520 | $5,058,906 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
14,300 | $4,876,586 | |
| 4 | MDB |
MongoDB, Inc.
|
12,835 | $4,311,276 | |
| 5 | TWLO |
Twilio Inc
|
18,650 | $3,848,054 | |
| 6 | NTNX |
Nutanix, Inc.
|
70,000 | $3,567,200 | |
| 7 | CLBT |
Cellebrite DI Ltd.
|
211,800 | $3,092,280 | |
| 8 | WIX |
Wix.com Ltd.
|
56,250 | $2,552,062 |
All Filings in PANW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,876,586 | 14,300 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,607,200 | 22,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,757,680 | 20,400 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,461,540 | 17,000 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||