Position in PANW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$59,242,335
+$31,944,008 QoQ
Shares Held
173,721
+2.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
4.33%
of 13F equity value
Holder Rank
#290
of 2,892 holders
Holding Since
Mar 2020
26 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, 2026LYELL WEALTH MANAGEMENT, LP holds $112,073,092 across 6 Software - Infrastructure names. PANW ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
173,721 | $59,242,335 | |
| 2 | MSFT |
Microsoft Corp
|
93,697 | $34,950,854 | |
| 3 | NET |
Cloudflare, Inc.
|
55,907 | $13,712,868 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
16,320 | $3,113,611 | |
| 5 | ORCL |
Oracle Corp
|
4,682 | $686,147 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
3,148 | $367,277 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,242,335 | 173,721 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $27,298,327 | 170,274 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $31,205,322 | 169,410 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $34,406,078 | 168,972 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $33,732,039 | 164,836 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $27,416,728 | 160,670 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $28,783,524 | 158,186 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $26,961,525 | 78,881 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $26,742,464 | 78,884 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $21,541,031 | 75,814 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $21,298,297 | 72,227 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $15,849,785 | 67,607 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $17,083,654 | 66,861 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $14,166,958 | 70,927 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $9,922,968 | 71,112 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $11,602,228 | 70,836 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $11,774,043 | 23,837 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $16,479,712 | 26,473 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $14,933,411 | 26,822 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $12,799,832 | 26,722 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,617,621 | 25,920 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $7,965,514 | 24,733 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $8,602,930 | 24,207 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $5,931,521 | 24,235 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $8,869,158 | 38,617 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $6,188,021 | 37,741 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||