Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,415
+$9,758 QoQ
Shares Held
54
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,827
of 2,904 holders
Holding Since
Dec 2024
7 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, 2026Lavaca Capital LLC holds $341,758,681 across 7 Software - Infrastructure names. PANW ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWV |
CoreWeave, Inc.
|
3,323,566 | $330,827,759 | |
| 2 | MSFT |
Microsoft Corp
|
17,507 | $6,530,461 | |
| 3 | MQ |
Marqeta, Inc.
|
263,785 | $4,283,864 | |
| 4 | FTNT |
Fortinet, Inc.
|
420 | $64,520 | |
| 5 | ORCL |
Oracle Corp
|
181 | $26,525 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
54 | $18,415 | |
| 7 | SNPS |
Synopsys Inc
|
16 | $7,137 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,415 | 54 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,657 | 54 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,946 | 54 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,995 | 54 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,050 | 54 | Shares | Sole | 2025-08-28 | |
| 2025-03-31 | $9,214 | 54 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,825 | 54 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||