Position in PANW
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$121,647,769
+$121,155,219 QoQ
Shares Held
758,781
+28276.3% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Altshuler Shaham Ltd holds $549,467,426 across 24 Software - Infrastructure names. PANW ranks #3 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORCL |
Oracle Corp
|
1,324,210 | $194,804,532 | |
| 2 | CRWV |
CoreWeave, Inc.
|
2,000,005 | $154,940,387 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
758,781 | $121,647,769 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
470,784 | $67,251,493 | |
| 5 | MSFT |
Microsoft Corp
|
11,123 | $4,117,400 | |
| 6 | PGY |
Pagaya Technologies Ltd.
|
200,000 | $2,330,000 | |
| 7 | NYAX |
Nayax Ltd.
|
36,220 | $2,028,320 | |
| 8 | NET |
Cloudflare, Inc.
|
8,690 | $1,793,094 |
All Filings in PANW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,647,769 | 758,781 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $492,550 | 2,674 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $116,144,847 | 570,400 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $274,979,678 | 1,343,724 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $178,097,820 | 1,043,705 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $172,862,000 | 950,000 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $28,711,200 | 168,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $75,260,220 | 444,000 | Shares | Defined | 2024-08-14 | |
| 2023-12-31 | $9,436 | 64 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $11,018 | 94 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $16,480 | 129 | Shares | Defined | 2023-07-24 | |
| 2022-06-30 | $91,005,444 | 1,105,464 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $106,657,991 | 1,028,012 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $334,148 | 3,601 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $103,651,564 | 1,298,350 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $84,860,602 | 1,372,223 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $58,026,283 | 1,081,033 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $62,781,337 | 1,059,928 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $28,690,841 | 703,350 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $26,560,277 | 693,873 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $16,254,247 | 594,812 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||