Position in PANW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$80,004,648
+$2,590,547 QoQ
Shares Held
499,031
+18.7% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 63.3245821142705.ToString("F0")%
Shared 0.ToString("F0")%
None 36.67541788572951.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026NOMURA ASSET MANAGEMENT CO LTD holds $2,139,474,748 across 33 Software - Infrastructure names. PANW ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,998,974 | $1,480,300,203 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
946,745 | $138,489,857 | |
| 3 | ORCL |
Oracle Corp
|
854,861 | $125,758,599 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
499,031 | $80,004,648 | |
| 5 | NET |
Cloudflare, Inc.
|
268,901 | $55,485,031 | |
| 6 | MDB |
MongoDB, Inc.
|
171,683 | $42,022,846 | |
| 7 | SNPS |
Synopsys Inc
|
84,630 | $33,554,100 | |
| 8 | FOUR |
Shift4 Payments, Inc.
|
688,550 | $30,110,291 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $35,222,830 | 206,102 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $32,952,448 | 194,404 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $26,435,311 | 186,079 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $27,516,872 | 186,631 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $20,457,701 | 174,524 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $17,045,197 | 133,421 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,787,149 | 148,064 | Shares | Sole | 2025-01-10 | |
| 2022-12-31 | $8,311,350 | 119,125 | Shares | Sole | 2025-01-10 | |
| 2022-09-30 | $11,013,238 | 134,480 | Shares | Sole | 2025-01-10 | |
| 2022-06-30 | $3,666,265 | 44,535 | Shares | Sole | 2025-01-10 | |
| 2022-03-31 | $5,076,465 | 48,929 | Shares | Sole | 2025-01-10 | |
| 2021-12-31 | $4,641,334 | 50,018 | Shares | Sole | 2025-01-10 | |
| 2021-09-30 | $1,471,008 | 18,426 | Shares | Sole | 2025-01-10 | |
| 2021-06-30 | $1,098,555 | 17,764 | Shares | Sole | 2025-01-10 | |
| 2021-03-31 | $906,223 | 16,883 | Shares | Sole | 2025-01-10 | |
| 2020-12-31 | $986,800 | 16,660 | Shares | Sole | 2025-01-10 | |
| 2020-09-30 | $661,233 | 16,210 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $620,491 | 16,210 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,093,812 | 149,810 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||