Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,801,949
+$1,097,984 QoQ
Shares Held
5,284
+20.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,437
of 2,914 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026Redmond Asset Management, LLC holds $18,525,421 across 7 Software - Infrastructure names. PANW ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
20,777 | $7,750,236 | |
| 2 | CLBT |
Cellebrite DI Ltd.
|
200,203 | $2,922,963 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
13,272 | $2,532,098 | |
| 4 | TOST |
Toast, Inc.
|
68,406 | $1,903,054 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
5,284 | $1,801,949 | |
| 6 | ORCL |
Oracle Corp
|
8,530 | $1,250,071 | |
| 7 | DOX |
Amdocs Ltd
|
7,223 | $365,050 |
All Filings in PANW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,801,949 | 5,284 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $703,965 | 4,391 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||