Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,879,020
+$1,026,118 QoQ
Shares Held
5,510
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,408
of 2,893 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Alpha Family Trust holds $19,647,122 across 8 Software - Infrastructure names. PANW ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,070 | $11,962,751 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
16,280 | $1,899,387 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
5,510 | $1,879,020 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
6,520 | $1,243,918 | |
| 5 | FTNT |
Fortinet, Inc.
|
5,020 | $771,172 | |
| 6 | ORCL |
Oracle Corp
|
4,720 | $691,716 | |
| 7 | NTAP |
NetApp, Inc.
|
4,160 | $643,801 | |
| 8 | SNPS |
Synopsys Inc
|
1,245 | $555,357 |
All Filings in PANW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,879,020 | 5,510 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $852,902 | 5,320 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $663,120 | 3,600 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $816,516 | 4,010 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $693,729 | 3,390 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $856,612 | 5,020 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $504,029 | 2,770 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $473,393 | 1,385 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $469,528 | 1,385 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $393,520 | 1,385 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $408,408 | 1,385 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $324,699 | 1,385 | Shares | Defined | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||