Position in PANW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$63,522,818
+$37,033,305 QoQ
Shares Held
186,273
+12.7% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#275
of 2,893 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, 2026IFM Investors Pty Ltd holds $922,867,410 across 23 Software - Infrastructure names. PANW ranks #2 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,616,514 | $602,992,052 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
186,273 | $63,522,818 | |
| 3 | ORCL |
Oracle Corp
|
396,701 | $58,136,531 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
488,245 | $56,963,544 | |
| 5 | FTNT |
Fortinet, Inc.
|
140,685 | $21,612,029 | |
| 6 | SNPS |
Synopsys Inc
|
42,153 | $18,803,188 | |
| 7 | NET |
Cloudflare, Inc.
|
72,061 | $17,675,122 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
229,492 | $10,945,907 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,522,818 | 186,273 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $26,489,513 | 165,229 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $25,061,515 | 136,056 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $26,658,744 | 130,924 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $27,071,620 | 132,289 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $21,168,574 | 124,054 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $22,466,601 | 123,470 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $22,833,265 | 66,803 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $22,606,542 | 66,684 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $18,237,168 | 64,186 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $18,404,640 | 62,414 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $14,550,753 | 62,066 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $15,602,207 | 61,063 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $11,606,891 | 58,110 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,750,330 | 55,542 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,491,856 | 51,846 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $8,020,594 | 16,238 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $9,686,881 | 15,561 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $6,880,994 | 12,359 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $5,961,152 | 12,445 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $4,604,361 | 12,409 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $3,330,746 | 10,342 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $3,319,344 | 9,340 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,936,708 | 7,913 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,668,780 | 7,266 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,642,225 | 10,016 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||