THOROUGHBRED FINANCIAL SERVICES, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1091370
BRENTWOOD, TN
Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,301,885
+$1,259,966 QoQ
Shares Held
6,750
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,311
of 2,893 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026THOROUGHBRED FINANCIAL SERVICES, LLC holds $64,661,853 across 14 Software - Infrastructure names. PANW ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
109,556 | $40,866,579 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
50,400 | $9,615,564 | |
| 3 | CRWV |
CoreWeave, Inc.
|
25,675 | $2,555,689 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
6,750 | $2,301,885 | |
| 5 | ORCL |
Oracle Corp
|
14,864 | $2,178,319 | |
| 6 | TWLO |
Twilio Inc
|
10,401 | $2,146,038 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
12,954 | $1,511,343 | |
| 8 | NET |
Cloudflare, Inc.
|
4,152 | $1,018,402 |
All Filings in PANW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,301,885 | 6,750 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,041,919 | 6,499 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,244,639 | 6,757 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,354,073 | 6,650 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,279,818 | 6,254 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,463,238 | 8,575 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,553,210 | 8,536 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,560,317 | 4,565 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,568,938 | 4,628 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $395,224 | 1,391 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $623,081 | 2,113 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $485,994 | 2,073 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $303,545 | 1,188 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $237,291 | 1,188 | Shares | Sole | 2023-04-24 | |
| 2022-03-31 | $246,514 | 396 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $223,817 | 402 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||