Position in PANW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$177,602,874
+$90,800,176 QoQ
Shares Held
520,799
-3.8% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#153
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, 2026TD Asset Management Inc holds $3,912,408,169 across 33 Software - Infrastructure names. PANW ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,747,748 | $2,517,044,958 | |
| 2 | NTAP |
NetApp, Inc.
|
1,257,551 | $194,618,592 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
520,799 | $177,602,874 | |
| 4 | ORCL |
Oracle Corp
|
1,030,199 | $150,975,663 | |
| 5 | VRSN |
Verisign Inc/Ca
|
597,254 | $150,245,216 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,279,198 | $149,244,030 | |
| 7 | FTNT |
Fortinet, Inc.
|
944,991 | $145,169,517 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
557,988 | $106,455,740 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,602,874 | 520,799 | Shares | Sole | 2026-08-04 | |
| 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 | $59,648,200 | 174,512 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $56,689,251 | 167,220 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $44,881,174 | 157,960 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $44,487,955 | 150,868 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $32,225,652 | 137,458 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $33,485,862 | 131,055 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $25,299,866 | 126,664 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $16,635,818 | 119,219 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $12,783,972 | 78,051 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $12,795,510 | 25,905 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $16,743,033 | 26,896 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $15,613,214 | 28,043 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,511,322 | 24,032 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $8,494,823 | 22,894 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $6,541,686 | 20,312 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,135,101 | 17,263 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,817,613 | 15,598 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,623,995 | 7,071 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,091,647 | 6,658 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||