Position in PANW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$17,118,521
+$9,219,876 QoQ
Shares Held
50,198
+1.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.81%
of 13F equity value
Holder Rank
#552
of 2,850 holders
Holding Since
Dec 2020
23 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, 2026Mirador Capital Partners LP holds $38,946,225 across 8 Software - Infrastructure names. PANW ranks #1 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
50,198 | $17,118,521 | |
| 2 | MSFT |
Microsoft Corp
|
35,325 | $13,176,931 | |
| 3 | ORCL |
Oracle Corp
|
18,386 | $2,694,468 | |
| 4 | TOST |
Toast, Inc.
|
62,578 | $1,740,919 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,796 | $1,487,359 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
11,873 | $1,385,222 | |
| 7 | FIVN |
Five9, Inc.
|
60,244 | $1,284,402 | |
| 8 | LIDR |
AEye, Inc.
|
40,558 | $58,403 |
All Filings in PANW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,118,521 | 50,198 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $7,898,645 | 49,268 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $8,502,303 | 46,158 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,083,284 | 44,609 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $8,699,041 | 42,509 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $6,674,071 | 39,112 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,599,871 | 36,271 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,128,815 | 17,931 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $5,946,574 | 17,541 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,624,784 | 16,277 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,701,457 | 5,770 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,308,878 | 5,583 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,338,616 | 5,239 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,038,048 | 5,197 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $724,770 | 5,194 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $812,070 | 4,958 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $818,952 | 1,658 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $975,473 | 1,567 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $796,723 | 1,431 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $441,637 | 922 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $330,605 | 891 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $246,698 | 766 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $251,616 | 708 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||