Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$111,090,673
+$31,086,025 QoQ
Shares Held
325,760
-34.7% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#198
of 2,893 holders
Holding Since
Mar 2020
26 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, 2026NOMURA ASSET MANAGEMENT CO LTD holds $2,288,885,162 across 36 Software - Infrastructure names. PANW ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,857,888 | $1,439,069,379 | |
| 2 | ORCL |
Oracle Corp
|
875,497 | $128,304,083 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
325,760 | $111,090,673 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
944,485 | $110,193,063 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
486,084 | $92,737,535 | |
| 6 | MDB |
MongoDB, Inc.
|
265,909 | $89,318,830 | |
| 7 | NET |
Cloudflare, Inc.
|
311,231 | $76,338,738 | |
| 8 | SNPS |
Synopsys Inc
|
95,045 | $42,396,722 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,090,673 | 325,760 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $80,004,648 | 499,031 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $77,414,101 | 420,272 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $94,408,818 | 463,652 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $92,475,177 | 451,892 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $67,198,884 | 393,805 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $79,414,438 | 436,439 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $70,445,663 | 206,102 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $65,904,899 | 194,404 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $52,870,623 | 186,079 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $55,033,748 | 186,631 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $40,915,404 | 174,524 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $34,090,398 | 133,421 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $29,574,302 | 148,064 | Shares | Sole | 2025-01-10 | |
| 2022-12-31 | $16,622,701 | 119,125 | Shares | Sole | 2025-01-10 | |
| 2022-09-30 | $22,026,478 | 134,480 | Shares | Sole | 2025-01-10 | |
| 2022-06-30 | $21,997,606 | 44,535 | Shares | Sole | 2025-01-10 | |
| 2022-03-31 | $30,458,799 | 48,929 | Shares | Sole | 2025-01-10 | |
| 2021-12-31 | $27,848,010 | 50,018 | Shares | Sole | 2025-01-10 | |
| 2021-09-30 | $8,826,050 | 18,426 | Shares | Sole | 2025-01-10 | |
| 2021-06-30 | $6,591,335 | 17,764 | Shares | Sole | 2025-01-10 | |
| 2021-03-31 | $5,437,342 | 16,883 | Shares | Sole | 2025-01-10 | |
| 2020-12-31 | $5,920,800 | 16,660 | Shares | Sole | 2025-01-10 | |
| 2020-09-30 | $3,967,400 | 16,210 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,722,947 | 16,210 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $24,562,877 | 149,810 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||