Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$397,970
+$179,141 QoQ
Shares Held
1,167
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,200
of 2,893 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Peak Asset Management, LLC holds $60,679,521 across 6 Software - Infrastructure names. PANW ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
67,052 | $25,011,737 | |
| 2 | FTNT |
Fortinet, Inc.
|
159,052 | $24,433,568 | |
| 3 | ORCL |
Oracle Corp
|
69,796 | $10,228,603 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
1,167 | $397,970 | |
| 5 | NET |
Cloudflare, Inc.
|
1,380 | $338,486 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,307 | $269,157 |
All Filings in PANW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,970 | 1,167 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $218,829 | 1,188 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $241,900 | 1,188 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $243,112 | 1,188 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $202,720 | 1,188 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $216,168 | 1,188 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $203,029 | 594 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $201,371 | 594 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||