Henshaw Capital LLC

Position in PANW — Palo Alto Networks Inc

CIK 2131483 WOBURN, MA

Position in PANW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$81,033,172

+$42,788,836 QoQ

Shares Held

237,620

-0.4% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

2.84%

of 13F equity value

Holder Rank

#234

of 2,893 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Henshaw Capital LLC holds $198,438,734 across 6 Software - Infrastructure names. PANW ranks #1 (40.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc This page	237,620	$81,033,172
2	MSFT	Microsoft Corp	185,313	$69,125,455
3	ORCL	Oracle Corp	295,419	$43,293,654
4	GDDY	GoDaddy Inc.	30,400	$2,580,352
5	WEX	WEX Inc.	13,362	$1,885,244
6	CHKP	Check Point Software Technologies Ltd	3,963	$520,857

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$81,033,172	237,620	-0.4%	Shares	Sole	2026-08-12
2026-03-31	$38,244,336	238,550	0.0%	Shares	Sole	2026-05-28
2025-12-31	$43,940,910	238,550	0.0%	Shares	Sole	2026-05-28
2025-09-30	$48,573,551	238,550	0.0%	Shares	Sole	2026-05-28
2025-06-30	$48,816,872	238,550	0.0%	Shares	Sole	2026-05-28
2025-03-31	$40,706,172	238,550	0.0%	Shares	Sole	2026-05-28
2024-12-31	$43,406,558	238,550	+100.0%	Shares	Sole	2026-05-28
2024-09-30	$40,768,195	119,275	+0.2%	Shares	Sole	2026-05-28
2024-06-30	$40,360,835	119,055	0.0%	Shares	Sole	2026-05-28
2024-03-31	$33,827,097	119,055	+0.2%	Shares	Sole	2026-05-28
2023-12-31	$35,034,692	118,810	0.0%	Shares	Sole	2026-05-28
2023-09-30	$27,853,816	118,810	+105.9%	Shares	Sole	2026-05-28
2023-06-30	$14,745,482	57,710	0.0%	Shares	Sole	2026-05-28
2023-03-31	$11,526,995	57,710	0.0%	Shares	Sole	2026-05-28
2022-12-31	$8,052,853	57,710	—	Shares	Sole	2026-05-28
No filing history on record for this holder in this stock.