Jaffetilchin Investment Partners, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1404652
TAMPA, FL
Position in PANW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,167,678
-$38,160 QoQ
Shares Held
25,996
+13.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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 Mar 31, 2026Jaffetilchin Investment Partners, LLC holds $43,507,038 across 8 Software - Infrastructure names. PANW ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
82,003 | $30,355,050 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
37,812 | $5,531,139 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
25,996 | $4,167,678 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
18,412 | $1,797,057 | |
| 5 | ORCL |
Oracle Corp
|
5,980 | $879,717 | |
| 6 | CRWV |
CoreWeave, Inc.
|
4,842 | $375,109 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,927 | $239,194 | |
| 8 | S |
SentinelOne, Inc.
|
12,585 | $162,094 |
All Filings in PANW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,167,678 | 25,996 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,205,838 | 22,833 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $5,076,246 | 24,930 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,922,001 | 24,052 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,121,126 | 24,151 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,431,271 | 24,353 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,064,685 | 11,892 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,051,847 | 11,952 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,284,258 | 11,559 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,282,899 | 11,133 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,635,105 | 11,240 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,139,706 | 12,288 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,231,695 | 11,173 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,361,631 | 9,758 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,827,077 | 11,155 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,044,910 | 4,140 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,729,707 | 4,385 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,189,676 | 5,729 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $3,006,202 | 6,276 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $4,798,049 | 12,931 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,913,681 | 5,942 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,056,643 | 5,787 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,358,363 | 5,550 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,024,097 | 4,459 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||