Position in PANW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$20,443,525
-$10,248,800 QoQ
Shares Held
127,517
-23.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CWM, LLC holds $756,056,813 across 102 Software - Infrastructure names. PANW ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,186,360 | $439,154,881 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
483,215 | $70,684,690 | |
| 3 | ORCL |
Oracle Corp
|
242,179 | $35,626,952 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
279,684 | $27,297,857 | |
| 5 | CRWV |
CoreWeave, Inc.
|
307,644 | $23,833,180 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
127,517 | $20,443,525 | |
| 7 | FTNT |
Fortinet, Inc.
|
197,125 | $16,109,055 | |
| 8 | VRSN |
Verisign Inc/Ca
|
57,080 | $14,176,388 |
All Filings in PANW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,443,525 | 127,517 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $30,692,325 | 166,625 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $22,319,602 | 109,614 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $15,260,209 | 74,571 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,223,042 | 59,910 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,744,763 | 42,563 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,750,101 | 16,823 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,181,428 | 15,284 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,741,845 | 16,689 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $3,184,409 | 10,799 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,189,435 | 9,339 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,168,513 | 8,487 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $13,112,931 | 65,650 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $8,877,534 | 63,620 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $12,140,606 | 74,123 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $12,470,004 | 25,246 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $29,063,756 | 46,688 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $31,036,018 | 55,744 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $19,511,674 | 52,585 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $16,935,535 | 52,585 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $18,688,193 | 52,585 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $12,870,189 | 52,585 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $12,077,186 | 52,585 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $8,621,847 | 52,585 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||