Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,198,003
+$634,799 QoQ
Shares Held
3,513
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,619
of 2,893 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026DC Investments Management, LLC holds $8,713,652 across 7 Software - Infrastructure names. PANW ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOST |
Toast, Inc.
|
88,457 | $2,460,873 | |
| 2 | DOCN |
DigitalOcean Holdings, Inc.
|
13,910 | $2,184,287 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
6,884 | $1,313,363 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
3,513 | $1,198,003 | |
| 5 | TWLO |
Twilio Inc
|
4,425 | $913,010 | |
| 6 | MSFT |
Microsoft Corp
|
1,142 | $425,988 | |
| 7 | SNPS |
Synopsys Inc
|
489 | $218,128 |
All Filings in PANW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,198,003 | 3,513 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $563,204 | 3,513 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $647,094 | 3,513 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $715,317 | 3,513 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $718,900 | 3,513 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $599,458 | 3,513 | Shares | Defined | 2025-05-14 | |
| 2023-03-31 | $1,040,845 | 5,211 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $727,142 | 5,211 | Shares | Defined | 2023-02-14 | |
| 2020-12-31 | $835,522 | 2,351 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,151,060 | 4,703 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,080,137 | 4,703 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $771,104 | 4,703 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||