Position in PANW
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$43,086,641
+$7,547,462 QoQ
Shares Held
268,754
+39.3% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
2.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 99.75330599730609.ToString("F0")%
Shared 0.ToString("F0")%
None 0.2466940026939134.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026AMI ASSET MANAGEMENT CORP holds $136,832,260 across 6 Software - Infrastructure names. PANW ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
171,733 | $63,570,404 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
268,754 | $43,086,641 | |
| 3 | SNPS |
Synopsys Inc
|
53,467 | $21,198,596 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
84,106 | $8,208,955 | |
| 5 | SAIL |
SailPoint, Inc.
|
35,884 | $475,104 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,000 | $292,560 |
All Filings in PANW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,086,641 | 268,754 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $35,539,179 | 192,938 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $40,307,393 | 197,954 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $41,245,601 | 201,552 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $36,386,591 | 213,236 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $40,106,167 | 220,412 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $24,659,502 | 144,292 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $25,099,622 | 148,076 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $21,371,406 | 150,434 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $21,594,062 | 146,460 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $17,172,612 | 146,499 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $28,708,337 | 224,714 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $22,694,658 | 227,242 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $15,991,144 | 229,198 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $18,926,835 | 231,111 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $6,622,497 | 80,445 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $8,494,359 | 81,872 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $10,141,936 | 109,296 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $8,820,461 | 110,486 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $7,046,057 | 113,937 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $6,394,988 | 119,139 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $7,611,154 | 128,498 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $5,242,059 | 128,508 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||