Position in PANW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$280,669,177
-$64,700,112 QoQ
Shares Held
1,750,681
-6.6% QoQ
Ownership
0.215%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4.755977816632499.ToString("F0")%
Shared 0.ToString("F0")%
None 95.2440221833675.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Mar 31, 2026CallValue
$240,480
CallShares
1,500
PutValue
$657,312
PutShares
4,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026LPL Financial LLC holds $5,789,194,809 across 91 Software - Infrastructure names. PANW ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,337,597 | $3,826,668,281 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,109,312 | $747,390,159 | |
| 3 | ORCL |
Oracle Corp
|
2,617,539 | $385,066,162 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
1,750,681 | $280,669,177 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
700,499 | $68,370,453 | |
| 6 | CRWV |
CoreWeave, Inc.
|
801,368 | $62,081,978 | |
| 7 | NET |
Cloudflare, Inc.
|
238,457 | $49,203,217 | |
| 8 | SNPS |
Synopsys Inc
|
117,568 | $46,613,360 |
All Filings in PANW
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $657,312 | 4,100 | Put | Sole | 2026-05-06 | |
| 2026-03-31 | $280,669,177 | 1,750,681 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $240,480 | 1,500 | Call | Sole | 2026-05-06 | |
| 2025-12-31 | $902,580 | 4,900 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $345,369,289 | 1,874,969 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $221,040 | 1,200 | Call | Sole | 2026-02-11 | |
| 2025-09-30 | $916,290 | 4,500 | Put | Sole | 2025-11-12 | |
| 2025-09-30 | $376,490,122 | 1,848,984 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $327,424 | 1,600 | Put | Sole | 2025-08-12 | |
| 2025-06-30 | $339,758,676 | 1,660,275 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $511,920 | 3,000 | Put | Sole | 2025-05-07 | |
| 2025-03-31 | $259,887,791 | 1,523,018 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $254,744 | 1,400 | Put | Sole | 2025-02-11 | |
| 2024-12-31 | $273,326,301 | 1,502,123 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $112,085,277 | 655,853 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $97,385,538 | 574,529 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $77,105,352 | 542,747 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $65,448,321 | 443,898 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $47,416,427 | 404,508 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $48,028,470 | 375,942 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $35,342,494 | 353,885 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $21,701,749 | 311,047 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $24,220,200 | 295,747 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,752,138 | 94,167 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,735,603 | 103,474 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,600,606 | 81,909 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,778,493 | 72,382 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,439,863 | 71,794 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,590,112 | 66,884 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,734,025 | 63,041 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,200,997 | 53,957 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,968,997 | 51,439 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,360,268 | 49,778 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||