Position in PANW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,604,321
+$2,616,919 QoQ
Shares Held
16,434
-11.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
#930
of 2,893 holders
Holding Since
Sep 2023
12 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, 2026GFG Capital, LLC holds $29,567,407 across 7 Software - Infrastructure names. PANW ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
16,848 | $6,284,640 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
16,434 | $5,604,321 | |
| 3 | OKTA |
Okta, Inc.
|
33,971 | $4,635,342 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
87,740 | $4,184,868 | |
| 5 | ORCL |
Oracle Corp
|
20,511 | $3,005,886 | |
| 6 | XYZ |
Block, Inc.
|
39,523 | $3,003,748 | |
| 7 | SNPS |
Synopsys Inc
|
6,386 | $2,848,602 |
All Filings in PANW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,604,321 | 16,434 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $2,987,402 | 18,634 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $2,069,486 | 11,235 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $2,345,294 | 11,518 | Shares | Defined | 2025-10-07 | |
| 2025-06-30 | $2,341,490 | 11,442 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $661,741 | 3,878 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $720,743 | 3,961 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $676,080 | 1,978 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $807,521 | 2,382 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $562,293 | 1,979 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $386,587 | 1,311 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $237,018 | 1,011 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||