Position in PANW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,184,925
-$580,632 QoQ
Shares Held
7,391
-22.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026GFS Advisors, LLC holds $78,036,476 across 6 Software - Infrastructure names. PANW ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
122,060 | $47,653,444 | |
| 2 | MSFT |
Microsoft Corp
|
72,244 | $26,742,561 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,611 | $1,698,457 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
7,391 | $1,184,925 | |
| 5 | ORCL |
Oracle Corp
|
5,067 | $745,406 | |
| 6 | BLSH |
Bullish
|
327 | $11,683 |
All Filings in PANW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,184,925 | 7,391 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,765,557 | 9,585 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,450,792 | 7,125 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,381,729 | 6,752 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,152,161 | 6,752 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,226,774 | 6,742 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $581,401 | 3,402 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $105,093 | 620 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||