Position in PANW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$582,268,119
+$301,598,942 QoQ
Shares Held
1,707,431
-2.5% QoQ
Ownership
0.210%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#50
of 2,904 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,091,264
PutShares
3,200
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 Jun 30, 2026LPL Financial LLC holds $6,835,148,775 across 104 Software - Infrastructure names. PANW ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,760,740 | $4,013,971,234 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,004,376 | $583,860,547 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
1,707,431 | $582,268,119 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,959,528 | $564,633,549 | |
| 5 | ORCL |
Oracle Corp
|
2,689,269 | $394,112,371 | |
| 6 | CRWV |
CoreWeave, Inc.
|
981,268 | $97,675,416 | |
| 7 | FTNT |
Fortinet, Inc.
|
562,344 | $86,387,285 | |
| 8 | NET |
Cloudflare, Inc.
|
249,090 | $61,096,795 |
All Filings in PANW
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,268,119 | 1,707,431 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $1,091,264 | 3,200 | Put | Sole | 2026-08-07 | |
| 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 | $224,170,555 | 655,853 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $194,771,076 | 574,529 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $154,210,705 | 542,747 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $130,896,642 | 443,898 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $94,832,855 | 404,508 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $96,056,940 | 375,942 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $70,684,989 | 353,885 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $43,403,498 | 311,047 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $48,440,401 | 295,747 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $46,512,829 | 94,167 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $64,413,620 | 103,474 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $45,603,638 | 81,909 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $34,670,963 | 72,382 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $26,639,178 | 71,794 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $21,540,674 | 66,884 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $22,404,153 | 63,041 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,205,986 | 53,957 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $11,813,984 | 51,439 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,161,610 | 49,778 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||