Position in PANW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,905,702
-$7,067 QoQ
Shares Held
11,453
-53.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#1,073
of 2,907 holders
Holding Since
Dec 2021
4 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, 2026Altrafin AG holds $46,109,686 across 7 Software - Infrastructure names. PANW ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
67,380 | $25,134,087 | |
| 2 | FTNT |
Fortinet, Inc.
|
50,320 | $7,730,158 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
11,453 | $3,905,702 | |
| 4 | OKTA |
Okta, Inc.
|
21,970 | $2,997,806 | |
| 5 | RBRK |
Rubrik, Inc.
|
33,030 | $2,651,648 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
40,384 | $1,926,165 | |
| 7 | SAIL |
SailPoint, Inc.
|
120,500 | $1,764,120 |
All Filings in PANW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,905,702 | 11,453 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,912,769 | 24,406 | Shares | Sole | 2026-04-14 | |
| 2022-03-31 | $373,506 | 600 | Shares | Sole | 2026-02-17 | |
| 2021-12-31 | $334,055 | 600 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||