Position in PANW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$86,802,698
+$13,398,446 QoQ
Shares Held
541,434
+35.9% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026TD Asset Management Inc holds $4,363,031,457 across 31 Software - Infrastructure names. PANW ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
8,755,159 | $3,240,897,206 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,257,554 | $183,954,998 | |
| 3 | NTAP |
NetApp, Inc.
|
1,602,956 | $164,126,664 | |
| 4 | VRSN |
Verisign Inc/Ca
|
654,524 | $162,557,580 | |
| 5 | ORCL |
Oracle Corp
|
1,103,810 | $162,381,488 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
541,434 | $86,802,698 | |
| 7 | FTNT |
Fortinet, Inc.
|
914,020 | $74,693,713 | |
| 8 | SNPS |
Synopsys Inc
|
138,107 | $54,756,663 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,802,698 | 541,434 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $73,404,252 | 398,503 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $75,394,580 | 370,271 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $74,722,658 | 365,142 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $62,415,504 | 365,773 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $66,592,628 | 365,974 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $29,824,099 | 174,512 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $28,344,625 | 167,220 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $22,440,586 | 157,960 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $22,243,977 | 150,868 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $16,112,826 | 137,458 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $16,742,930 | 131,055 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,649,932 | 126,664 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,317,909 | 119,219 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,391,985 | 78,051 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,132,584 | 25,905 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,790,505 | 26,896 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,602,201 | 28,043 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,918,553 | 24,032 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,415,803 | 22,894 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,090,281 | 20,312 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,022,516 | 17,263 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $636,268 | 15,598 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $270,665 | 7,071 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $181,941 | 6,658 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||