Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$61,057,925
+$39,342,902 QoQ
Shares Held
179,045
+32.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#287
of 2,893 holders
Holding Since
Jun 2020
25 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, 2026USS Investment Management Ltd holds $1,103,187,004 across 29 Software - Infrastructure names. PANW ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,810,982 | $675,532,505 | |
| 2 | NET |
Cloudflare, Inc.
|
330,566 | $81,081,228 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
179,045 | $61,057,925 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
379,094 | $44,228,896 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
230,216 | $43,921,759 | |
| 6 | ORCL |
Oracle Corp
|
281,622 | $41,271,704 | |
| 7 | IOT |
Samsara Inc.
|
998,506 | $32,381,549 | |
| 8 | FTNT |
Fortinet, Inc.
|
163,973 | $25,189,532 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,057,925 | 179,045 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $21,715,023 | 135,448 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $20,262,921 | 110,005 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,825,213 | 107,186 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,934,543 | 107,186 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,961,737 | 105,261 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,153,109 | 105,260 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,221,699 | 53,311 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $18,058,723 | 53,269 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,761,974 | 51,955 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,412,554 | 48,876 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,208,697 | 52,076 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,079,301 | 51,189 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,034,937 | 50,240 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,552,379 | 46,957 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,034,944 | 42,951 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,605,266 | 7,299 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,403,388 | 8,680 | Shares | Sole | 2022-07-18 | |
| 2021-12-31 | $11,956,973 | 21,476 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,286,999 | 21,476 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,585,477 | 6,968 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,244,115 | 6,968 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,476,358 | 6,968 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,705,419 | 6,968 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,600,339 | 6,968 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||