Position in PANW
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$21,794,929
+$11,158,980 QoQ
Shares Held
63,911
-3.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#495
of 2,893 holders
Holding Since
Mar 2020
26 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, 2026Coastal Bridge Advisors, LLC holds $62,932,322 across 9 Software - Infrastructure names. PANW ranks #2 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
75,705 | $28,239,479 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
63,911 | $21,794,929 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
39,764 | $7,586,374 | |
| 4 | GEN |
Gen Digital Inc.
|
69,628 | $1,733,040 | |
| 5 | ORCL |
Oracle Corp
|
7,559 | $1,107,771 | |
| 6 | OKTA |
Okta, Inc.
|
6,118 | $834,801 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
6,925 | $807,939 | |
| 8 | RBRK |
Rubrik, Inc.
|
10,050 | $806,814 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,794,929 | 63,911 | Shares | Sole | 2026-08-17 | |
| 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 | $5,997,564 | 17,547 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,937,082 | 17,513 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $4,996,426 | 17,585 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,185,464 | 17,585 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,134,818 | 17,637 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,554,210 | 17,824 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $4,039,541 | 20,224 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,822,056 | 20,224 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,306,920 | 20,190 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,334,587 | 6,751 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $4,282,870 | 6,880 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $9,395,878 | 16,876 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $3,831,519 | 7,999 | Shares | Sole | 2022-05-20 | |
| 2021-06-30 | $2,988,438 | 8,054 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,602,890 | 8,082 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,890,033 | 8,132 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,006,462 | 8,198 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,929,685 | 8,402 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,387,103 | 8,460 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||