Position in PANW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$10,635,949
+$400,324 QoQ
Shares Held
66,342
+19.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Coastal Bridge Advisors, LLC holds $43,879,447 across 9 Software - Infrastructure names. PANW ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
75,620 | $27,992,255 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
66,342 | $10,635,949 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
8,503 | $1,243,818 | |
| 4 | GEN |
Gen Digital Inc.
|
65,756 | $1,238,185 | |
| 5 | ORCL |
Oracle Corp
|
7,803 | $1,147,899 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
8,859 | $864,660 | |
| 7 | RBRK |
Rubrik, Inc.
|
10,050 | $492,148 | |
| 8 | OKTA |
Okta, Inc.
|
3,034 | $238,806 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,635,949 | 66,342 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,235,625 | 55,568 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $11,315,163 | 55,570 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,227,778 | 54,866 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,376,326 | 54,948 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $6,304,732 | 34,649 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,998,782 | 17,547 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,968,541 | 17,513 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,498,213 | 17,585 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,592,732 | 17,585 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,067,409 | 17,637 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,277,105 | 17,824 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $2,019,770 | 20,224 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,411,028 | 20,224 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,653,460 | 20,190 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $555,764 | 6,751 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $713,811 | 6,880 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,565,979 | 16,876 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $638,586 | 7,999 | Shares | Sole | 2022-05-20 | |
| 2021-06-30 | $498,073 | 8,054 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $433,815 | 8,082 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $481,672 | 8,132 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $334,410 | 8,198 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $321,614 | 8,402 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $231,183 | 8,460 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||