Position in PANW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,718,133
-$663,476 QoQ
Shares Held
35,667
+2.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026SFMG, LLC holds $32,014,570 across 7 Software - Infrastructure names. PANW ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
60,905 | $22,545,203 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
35,667 | $5,718,133 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
17,871 | $2,614,169 | |
| 4 | CRWV |
CoreWeave, Inc.
|
7,076 | $548,177 | |
| 5 | ORCL |
Oracle Corp
|
2,845 | $418,527 | |
| 6 | NUAI |
New ERA Energy & Digital, Inc.
|
22,200 | $90,132 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
822 | $80,229 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,718,133 | 35,667 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,381,609 | 34,645 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,215,274 | 35,435 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,996,232 | 34,188 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,738,964 | 33,632 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,106,759 | 33,561 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,877,272 | 16,836 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $2,821,749 | 16,647 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,390,101 | 16,824 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $125,324 | 850 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $102,801 | 877 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $106,547 | 834 | Shares | Sole | 2023-08-14 | |
| 2021-12-31 | $550,449 | 5,932 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $482,352 | 6,042 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $374,265 | 6,052 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $331,560 | 6,177 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $368,243 | 6,217 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $255,029 | 6,252 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $238,933 | 6,242 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $180,000 | 6,587 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||