Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,599,042
+$847,302 QoQ
Shares Held
4,689
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#1,481
of 2,893 holders
Holding Since
Jun 2020
18 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, 2026BRANDYWINE MANAGERS, LLC holds $43,005,326 across 8 Software - Infrastructure names. PANW ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
129,756 | $24,755,498 | |
| 2 | PATH |
UiPath, Inc.
|
1,009,684 | $10,975,265 | |
| 3 | NET |
Cloudflare, Inc.
|
10,677 | $2,618,854 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
4,689 | $1,599,042 | |
| 5 | MDB |
MongoDB, Inc.
|
3,521 | $1,182,703 | |
| 6 | IOT |
Samsara Inc.
|
30,970 | $1,004,357 | |
| 7 | TWLO |
Twilio Inc
|
2,357 | $486,319 | |
| 8 | OKTA |
Okta, Inc.
|
2,809 | $383,288 |
All Filings in PANW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,599,042 | 4,689 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $751,740 | 4,689 | Shares | Sole | 2026-05-14 | |
| 2024-03-31 | $1,157,829 | 4,075 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,092,530 | 3,705 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $868,600 | 3,705 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $946,664 | 3,705 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $740,036 | 3,705 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $516,995 | 3,705 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $606,841 | 3,705 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $610,015 | 1,235 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $768,800 | 1,235 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $687,598 | 1,235 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $591,564 | 1,235 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $458,246 | 1,235 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $397,744 | 1,235 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $390,929 | 1,100 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $269,225 | 1,100 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $252,636 | 1,100 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||