Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$72,745,363
+$28,683,175 QoQ
Shares Held
213,317
-22.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#261
of 2,911 holders
Holding Since
Mar 2024
10 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, 2026&PARTNERS holds $845,354,774 across 38 Software - Infrastructure names. PANW ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,521,203 | $567,439,143 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
213,317 | $72,745,363 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
450,237 | $52,529,150 | |
| 4 | ORCL |
Oracle Corp
|
357,315 | $52,364,513 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
252,612 | $48,194,580 | |
| 6 | NET |
Cloudflare, Inc.
|
32,877 | $8,064,070 | |
| 7 | SNPS |
Synopsys Inc
|
14,965 | $6,675,437 | |
| 8 | FTNT |
Fortinet, Inc.
|
34,371 | $5,280,073 |
All Filings in PANW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,745,363 | 213,317 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $44,062,188 | 274,839 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,134,535 | 201,599 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,570,033 | 115,755 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,918,020 | 97,332 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,301,288 | 89,670 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,492,672 | 90,639 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,800,773 | 28,674 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,321,699 | 12,748 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $877,393 | 3,088 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||