Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,479,931
+$3,744,637 QoQ
Shares Held
21,934
-5.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#817
of 2,893 holders
Holding Since
Dec 2021
19 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, 2026NVWM, LLC holds $31,562,247 across 16 Software - Infrastructure names. PANW ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
41,550 | $15,498,980 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
21,934 | $7,479,931 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
16,148 | $3,080,795 | |
| 4 | ORCL |
Oracle Corp
|
12,096 | $1,772,668 | |
| 5 | SNPS |
Synopsys Inc
|
3,307 | $1,475,152 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
11,801 | $1,376,822 | |
| 7 | PAGS |
PagSeguro Digital Ltd.
|
95,065 | $860,338 | |
| 8 | FTNT |
Fortinet, Inc.
|
29 | $4,454 |
All Filings in PANW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,479,931 | 21,934 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,735,294 | 23,299 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,626,344 | 19,687 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,052,648 | 19,903 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,081,748 | 19,946 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,979,544 | 17,461 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,741,643 | 20,563 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,568,391 | 10,440 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,552,146 | 10,478 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,958,929 | 10,414 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,583,209 | 5,369 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,296,217 | 5,529 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,376,687 | 5,388 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $763,405 | 3,822 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $541,693 | 3,882 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $817,639 | 4,992 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $822,903 | 1,666 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,037,101 | 1,666 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $315,682 | 567 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||