Lafayette Investments, Inc.

Position in PANW — Palo Alto Networks Inc

CIK 1308377 ASHTON, MD

Position in PANW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,443,196

+$724,642 QoQ

Shares Held

4,232

-5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,532

of 2,893 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lafayette Investments, Inc. holds $21,392,040 across 5 Software - Infrastructure names. PANW ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	38,816	$14,479,144
2	CHKP	Check Point Software Technologies Ltd	21,303	$2,799,853
3	CRWD	CrowdStrike Holdings, Inc.	11,080	$2,113,897
4	PANW	Palo Alto Networks Inc This page	4,232	$1,443,196
5	FTNT	Fortinet, Inc.	3,619	$555,950

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,443,196	4,232	-5.6%	Shares	Sole	2026-08-11
2026-03-31	$718,554	4,482	+4.7%	Shares	Sole	2026-04-27
2025-12-31	$788,744	4,282	+19.5%	Shares	Sole	2026-02-04
2025-09-30	$729,366	3,582	+30.3%	Shares	Sole	2025-11-06
2025-06-30	$562,760	2,750	0.0%	Shares	Sole	2025-07-30
2025-03-31	$469,260	2,750	+19.6%	Shares	Sole	2025-04-24
2024-12-31	$418,508	2,300	+206.7%	Shares	Sole	2025-02-13
2024-06-30	$254,257	750	0.0%	Shares	Sole	2024-07-31
2024-03-31	$213,097	750	—	Shares	Sole	2024-05-09
No filing history on record for this holder in this stock.