Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,700,607
+$8,120,425 QoQ
Shares Held
37,243
+30.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#632
of 2,893 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Horizon Investments, LLC holds $290,064,125 across 28 Software - Infrastructure names. PANW ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
465,957 | $173,811,280 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
228,348 | $26,641,361 | |
| 3 | ORCL |
Oracle Corp
|
141,523 | $20,740,195 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
37,243 | $12,700,607 | |
| 5 | TWLO |
Twilio Inc
|
54,392 | $11,222,701 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
58,424 | $11,146,422 | |
| 7 | SNPS |
Synopsys Inc
|
14,747 | $6,578,194 | |
| 8 | FFIV |
F5, Inc.
|
7,953 | $3,308,129 |
All Filings in PANW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,700,607 | 37,243 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,580,182 | 28,569 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,947,774 | 21,432 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,569,007 | 27,350 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,280,121 | 25,802 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,813,242 | 28,207 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,076,579 | 16,908 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,828,395 | 8,275 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,679,614 | 10,854 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,389,533 | 8,410 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,415,067 | 8,190 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,707,426 | 7,283 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $785,437 | 3,074 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $584,239 | 2,925 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $424,759 | 3,044 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $579,652 | 3,539 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $600,630 | 1,216 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $778,137 | 1,250 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $684,814 | 1,230 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $565,698 | 1,181 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $807,405 | 2,176 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $346,536 | 1,076 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $597,766 | 1,682 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $276,567 | 1,130 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||