Position in PANW
as of Mar 31, 2026
· filed May 20, 2026
Position Value
$50,893,423
-$13,063,764 QoQ
Shares Held
317,449
-8.6% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Liontrust Investment Partners LLP holds $254,711,700 across 12 Software - Infrastructure names. PANW ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRSN |
Verisign Inc/Ca
|
330,558 | $82,097,384 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
317,449 | $50,893,423 | |
| 3 | MSFT |
Microsoft Corp
|
123,767 | $45,814,830 | |
| 4 | ZS |
Zscaler, Inc.
|
189,315 | $26,559,001 | |
| 5 | ORCL |
Oracle Corp
|
110,069 | $16,192,250 | |
| 6 | NET |
Cloudflare, Inc.
|
50,198 | $10,357,855 | |
| 7 | CRWV |
CoreWeave, Inc.
|
127,752 | $9,896,947 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
50,377 | $7,369,147 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,893,423 | 317,449 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $63,957,187 | 347,216 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $77,287,636 | 379,568 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $81,849,042 | 399,966 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $72,330,371 | 423,877 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $80,250,000 | 441,031 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $39,110,806 | 228,852 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $38,791,558 | 228,852 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $39,486,824 | 277,949 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $46,797,898 | 317,403 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $51,200,758 | 436,792 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $88,930,638 | 696,103 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $71,886,426 | 719,800 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $57,713,744 | 827,200 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $90,641,386 | 1,106,800 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $31,982,602 | 388,500 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $41,801,559 | 402,900 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $36,950,292 | 398,200 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $29,410,587 | 368,400 | Shares | Sole | 2021-11-22 | |
| 2020-12-31 | $18,332,211 | 309,500 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||