Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,350,780
+$714,791 QoQ
Shares Held
3,961
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,544
of 2,881 holders
Holding Since
Jun 2022
14 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, 2026BBR PARTNERS, LLC holds $25,389,455 across 6 Software - Infrastructure names. PANW ranks #2 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
57,884 | $21,591,889 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
3,961 | $1,350,780 | |
| 3 | AEVA |
Aeva Technologies, Inc.
|
40,010 | $1,149,087 | |
| 4 | TOST |
Toast, Inc.
|
27,649 | $769,195 | |
| 5 | RAMP |
LiveRamp Holdings, Inc.
|
7,500 | $282,300 | |
| 6 | ORCL |
Oracle Corp
|
1,680 | $246,204 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,350,780 | 3,961 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $635,989 | 3,967 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $747,299 | 4,057 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $860,294 | 4,225 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $860,715 | 4,206 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $718,053 | 4,208 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $765,687 | 4,208 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $487,065 | 1,425 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $483,089 | 1,425 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $897,850 | 3,160 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $452,051 | 1,533 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $607,696 | 4,355 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $852,035 | 5,202 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $856,491 | 1,734 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||