Position in PANW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$55,070,978
+$26,310,212 QoQ
Shares Held
161,489
-10.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#299
of 2,893 holders
Holding Since
Mar 2020
26 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, 2026Allen Investment Management, LLC holds $606,065,122 across 7 Software - Infrastructure names. PANW ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
957,008 | $356,983,124 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
522,280 | $99,643,189 | |
| 3 | NET |
Cloudflare, Inc.
|
328,347 | $80,536,952 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
161,489 | $55,070,978 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
99,699 | $11,631,882 | |
| 6 | ORCL |
Oracle Corp
|
13,537 | $1,983,847 | |
| 7 | RBRK |
Rubrik, Inc.
|
2,680 | $215,150 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,070,978 | 161,489 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $28,760,766 | 179,396 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $34,040,344 | 184,801 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $37,507,211 | 184,202 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $37,695,097 | 184,202 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $33,567,959 | 196,718 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $36,491,532 | 200,547 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $35,495,588 | 103,849 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $36,016,083 | 106,239 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $30,199,609 | 106,288 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $31,342,205 | 106,288 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $27,614,218 | 117,788 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $23,332,406 | 91,317 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $19,092,946 | 95,589 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $2,151,706 | 15,420 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,525,641 | 15,420 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $2,538,850 | 5,140 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $3,199,702 | 5,140 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $2,861,745 | 5,140 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $2,462,058 | 5,140 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,907,198 | 5,140 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,655,389 | 5,140 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,826,705 | 5,140 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $1,258,016 | 5,140 | Shares | Defined | 2020-11-03 | |
| 2020-06-30 | $1,180,502 | 5,140 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $842,755 | 5,140 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||