Position in PANW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$851,526
+$342,350 QoQ
Shares Held
2,497
-21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,775
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, 2026Sovran Advisors, LLC holds $40,403,204 across 10 Software - Infrastructure names. PANW ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
64,611 | $24,101,194 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
61,040 | $7,121,536 | |
| 3 | CRWV |
CoreWeave, Inc.
|
23,883 | $2,377,313 | |
| 4 | ORCL |
Oracle Corp
|
15,674 | $2,297,024 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
11,512 | $2,196,316 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
2,497 | $851,526 | |
| 7 | NET |
Cloudflare, Inc.
|
2,704 | $663,237 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
1,916 | $300,869 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $851,526 | 2,497 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $509,176 | 3,176 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $815,821 | 4,429 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,105,045 | 5,427 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,465,017 | 7,159 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,181,340 | 6,923 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $898,700 | 4,939 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||