Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$224,504,037
+$122,463,083 QoQ
Shares Held
658,331
+3.4% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#126
of 2,904 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WESTFIELD CAPITAL MANAGEMENT CO LP holds $1,560,354,849 across 12 Software - Infrastructure names. PANW ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,414,294 | $527,559,947 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
658,331 | $224,504,037 | |
| 3 | NET |
Cloudflare, Inc.
|
835,502 | $204,931,930 | |
| 4 | IOT |
Samsara Inc.
|
5,836,459 | $189,276,365 | |
| 5 | SNPS |
Synopsys Inc
|
226,856 | $101,193,655 | |
| 6 | RBRK |
Rubrik, Inc.
|
937,308 | $75,247,086 | |
| 7 | CORZ |
Core Scientific, Inc./tx
|
2,409,894 | $61,669,187 | |
| 8 | MDB |
MongoDB, Inc.
|
149,255 | $50,134,754 |
All Filings in PANW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,504,037 | 658,331 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $102,040,954 | 636,483 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $82,606,332 | 448,460 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $75,412,499 | 370,359 | Shares | Sole | 2025-11-12 | |
| 2024-03-31 | $40,508,698 | 142,571 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $67,636,330 | 229,369 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $67,514,265 | 287,981 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $94,108,932 | 368,318 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $107,546,807 | 538,434 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $75,785,290 | 543,108 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $87,693,329 | 535,401 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $86,746,201 | 175,621 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $129,684,437 | 208,325 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $108,799,216 | 195,415 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $96,453,794 | 201,365 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $80,832,915 | 217,849 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $55,153,453 | 171,252 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $40,572,056 | 114,162 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||