Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,678,018
-$15,146,006 QoQ
Shares Held
31,312
-80.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#675
of 2,893 holders
Holding Since
Jun 2025
5 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, 2026SANDS CAPITAL MANAGEMENT, LLC holds $2,236,021,602 across 9 Software - Infrastructure names. PANW ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
|
3,239,504 | $794,585,541 | |
| 2 | MSFT |
Microsoft Corp
|
1,309,230 | $488,368,974 | |
| 3 | XYZ |
Block, Inc.
|
5,632,505 | $428,070,380 | |
| 4 | IOT |
Samsara Inc.
|
11,348,732 | $368,039,378 | |
| 5 | KSPI |
Joint Stock Co Kaspi.kz
|
1,531,017 | $132,647,312 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
31,312 | $10,678,018 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
40,080 | $7,646,662 | |
| 8 | GTLB |
Gitlab Inc.
|
127,475 | $3,891,811 |
All Filings in PANW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,678,018 | 31,312 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $25,824,024 | 161,078 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $30,017,784 | 162,963 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $39,628,320 | 194,619 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $31,691,164 | 154,863 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||