Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,605,802
+$28,887,296 QoQ
Shares Held
122,004
+53.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#346
of 2,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 38%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MACQUARIE GROUP LTD holds $904,905,306 across 28 Software - Infrastructure names. PANW ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,606,591 | $599,290,573 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
691,718 | $80,702,737 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
122,004 | $41,605,802 | |
| 4 | FTNT |
Fortinet, Inc.
|
264,890 | $40,692,401 | |
| 5 | ORCL |
Oracle Corp
|
248,939 | $36,482,009 | |
| 6 | SNPS |
Synopsys Inc
|
67,632 | $30,168,605 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
150,476 | $28,708,563 | |
| 8 | NTAP |
NetApp, Inc.
|
66,325 | $10,264,456 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,605,802 | 122,004 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,718,506 | 79,332 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,903,156 | 102,623 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,368,876 | 109,856 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $22,971,452 | 112,253 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $22,992,543 | 134,743 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $20,805,487 | 114,341 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,759,585 | 51,959 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,230,283 | 41,976 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,449,586 | 40,297 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,270,236 | 58,567 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,979,785 | 72,427 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $26,735,799 | 104,637 | Shares | Sole | 2023-10-27 | |
| 2023-03-31 | $29,461,848 | 147,501 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $34,633,966 | 248,201 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $45,495,455 | 277,767 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $44,032,262 | 89,145 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $36,482,831 | 58,606 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $32,534,813 | 58,436 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $27,876,349 | 58,197 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $22,457,440 | 60,524 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $18,481,101 | 57,384 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $22,820,314 | 64,212 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $14,832,349 | 60,602 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $13,492,869 | 58,749 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $8,814,007 | 53,757 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||