Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$60,177,070
+$27,182,253 QoQ
Shares Held
176,462
-14.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#288
of 2,893 holders
Holding Since
Dec 2022
15 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, 2026AGF MANAGEMENT LTD holds $600,508,940 across 18 Software - Infrastructure names. PANW ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
640,577 | $238,948,030 | |
| 2 | CRWV |
CoreWeave, Inc.
|
1,617,808 | $161,036,608 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
730,843 | $85,267,452 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
176,462 | $60,177,070 | |
| 5 | ORCL |
Oracle Corp
|
98,342 | $14,412,019 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
49,383 | $7,754,612 | |
| 7 | OKTA |
Okta, Inc.
|
33,386 | $4,555,518 | |
| 8 | FFIV |
F5, Inc.
|
8,826 | $3,671,261 |
All Filings in PANW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,177,070 | 176,462 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $32,994,817 | 205,806 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,038,044 | 70,782 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,412,630 | 70,782 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,219,040 | 5,957 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $929,988 | 5,450 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,298,830 | 7,138 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,360,364 | 3,980 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $619,032 | 1,826 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $460,006 | 1,619 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $312,852,051 | 1,060,947 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $249,231,288 | 1,063,092 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $264,448,761 | 1,034,984 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $127,699,174 | 639,327 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $82,497,024 | 591,207 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||