SEC 13F Intelligence

Asio Capital, LLC / PANW

Asio Capital, LLC’s Palo Alto Networks Inc Position

Does Asio Capital, LLC own Palo Alto Networks Inc (PANW)? Yes — 65.6K shares worth $11M (+1.48% of its 13F portfolio) as of Q1 2026, up from 57.9K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
65.6K
% of Portfolio
+1.48%
Quarters Held
25
currently held

Position History PANW

Reported value by quarter
Q1 ’20: $1MQ1 ’20Q2 ’20: $2MQ3 ’20: $3MQ4 ’20: $4MQ1 ’21: $3MQ1 ’21Q2 ’21: $4MQ3 ’21: $5MQ4 ’21: $6MQ1 ’22: $5MQ1 ’22Q2 ’22: $4MQ3 ’22: $4MQ4 ’22: $3MQ1 ’23: $5MQ1 ’23Q2 ’23: $6MQ3 ’23: $6MQ4 ’23: $7MQ1 ’24: $7MQ1 ’24Q2 ’24: $9MQ3 ’24: $9MQ4 ’24: $9MQ1 ’25: $9MQ1 ’25Q2 ’25: $11MQ3 ’25: $11MQ4 ’25: $11MQ1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202665.6K$11M+1.48%
Q4 202557.9K$11M+1.51%
Q3 202556.3K$11M+1.72%
Q2 202552.5K$11M+1.79%
Q1 202551.6K$9M+1.70%
Q4 202451.0K$9M+1.75%
Q3 202425.8K$9M+1.67%
Q2 202425.5K$9M+1.77%
Q1 202425.5K$7M+1.54%
Q4 202324.2K$7M+1.67%
Q3 202324.1K$6M+1.50%
Q2 202323.2K$6M+1.46%
Q1 202323.2K$5M+1.20%
Q4 202223.0K$3M+0.93%
Q3 202222.9K$4M+1.19%
Q2 20227.4K$4M+1.16%
Q1 20227.4K$5M+1.30%
Q4 202111.4K$6M+1.98%
Q3 202111.4K$5M+1.88%
Q2 202111.2K$4M+1.47%
Q1 202110.9K$3M+1.45%
Q4 202010.7K$4M+1.82%
Q3 202010.9K$3M+1.46%
Q2 20209.7K$2M+1.42%
Q1 20208.5K$1M+1.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Asio Capital, LLC’s full portfolio or all institutional holders of PANW.