Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,447,373
-$1,901,428 QoQ
Shares Held
127,541
+5.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3.790153754478952.ToString("F0")%
Shared 0.03606683341043272.ToString("F0")%
None 96.17377941211062.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Mar 31, 2026CallValue
$96,192
CallShares
600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MAI Capital Management holds $502,901,032 across 103 Software - Infrastructure names. PANW ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,092,568 | $404,435,896 | |
| 2 | ORCL |
Oracle Corp
|
293,821 | $43,224,007 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
127,541 | $20,447,373 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
74,170 | $10,849,587 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
27,682 | $3,954,373 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
38,451 | $3,752,913 | |
| 7 | AKAM |
Akamai Technologies Inc
|
20,587 | $2,364,416 | |
| 8 | FTNT |
Fortinet, Inc.
|
23,736 | $1,939,705 |
All Filings in PANW
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,447,373 | 127,541 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $96,192 | 600 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $202,620 | 1,100 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $22,348,801 | 121,329 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $223,982 | 1,100 | Call | Sole | 2025-11-10 | |
| 2025-09-30 | $24,451,300 | 120,083 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $184,176 | 900 | Call | Sole | 2025-08-12 | |
| 2025-06-30 | $26,989,560 | 131,888 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $28,376,749 | 166,296 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $153,576 | 900 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $181,960 | 1,000 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $33,271,386 | 182,850 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,615,603 | 79,670 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $14,230,283 | 83,952 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,137,891 | 85,439 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $12,380,831 | 83,972 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,723,750 | 82,953 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,681,983 | 99,268 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $9,830,603 | 98,434 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,000,582 | 100,338 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,479,529 | 127,963 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,913,567 | 47,539 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $5,800,031 | 55,903 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,332,890 | 46,694 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,667,142 | 45,935 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,110,348 | 34,125 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $494,791 | 9,218 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $447,613 | 7,557 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $200,328 | 4,911 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $110,318 | 2,882 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $360,220 | 13,182 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||