Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,740,989
+$2,451,055 QoQ
Shares Held
10,970
+36.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,088
of 2,892 holders
Holding Since
Dec 2025
3 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, 2026TritonPoint Partners, LLC holds $38,925,213 across 10 Software - Infrastructure names. PANW ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
73,296 | $27,340,873 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
10,970 | $3,740,989 | |
| 3 | ORCL |
Oracle Corp
|
20,961 | $3,071,834 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
12,287 | $1,614,880 | |
| 5 | AKAM |
Akamai Technologies Inc
|
8,970 | $1,060,343 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
7,226 | $843,057 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,308 | $631,116 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,376 | $365,001 |
All Filings in PANW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,740,989 | 10,970 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,289,934 | 8,046 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $338,007 | 1,835 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||