Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,542,644
+$8,252,637 QoQ
Shares Held
92,495
-36.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#405
of 2,892 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $470,313,231 across 18 Software - Infrastructure names. PANW ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
661,962 | $246,925,065 | |
| 2 | NTAP |
NetApp, Inc.
|
286,478 | $44,335,335 | |
| 3 | FTNT |
Fortinet, Inc.
|
257,480 | $39,554,077 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
298,343 | $34,807,677 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
92,495 | $31,542,644 | |
| 6 | AKAM |
Akamai Technologies Inc
|
216,931 | $25,643,413 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
119,028 | $22,708,756 | |
| 8 | SNPS |
Synopsys Inc
|
21,404 | $9,547,682 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,542,644 | 92,495 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,290,007 | 145,272 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,005,421 | 157,467 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,125,782 | 147,951 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,761,462 | 135,660 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $21,424,022 | 125,551 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,780,300 | 125,194 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $20,780,756 | 60,798 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $21,967,169 | 64,798 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,342,735 | 53,999 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,345,431 | 58,822 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,134,130 | 34,696 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,839,747 | 26,769 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,763,799 | 23,850 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,328,029 | 23,850 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,269,513 | 26,067 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,185,151 | 8,473 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,274,528 | 8,473 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,717,425 | 8,473 | Shares | Sole | 2022-02-11 | |
| 2020-03-31 | $409,900 | 2,500 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||