Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,342,501
+$3,889,048 QoQ
Shares Held
21,531
-0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#828
of 2,893 holders
Holding Since
Dec 2021
19 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, 2026Morse Asset Management, Inc holds $32,346,478 across 10 Software - Infrastructure names. PANW ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
40,833 | $15,231,525 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
21,531 | $7,342,501 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
25,396 | $4,845,175 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
25,392 | $2,962,484 | |
| 5 | CRWV |
CoreWeave, Inc.
|
13,191 | $1,313,032 | |
| 6 | SNPS |
Synopsys Inc
|
1,093 | $487,554 | |
| 7 | MDB |
MongoDB, Inc.
|
220 | $73,898 | |
| 8 | XYZ |
Block, Inc.
|
850 | $64,600 |
All Filings in PANW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,342,501 | 21,531 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,453,453 | 21,541 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,501,685 | 29,868 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,106,971 | 29,992 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,267,713 | 30,628 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $5,304,685 | 31,087 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,064,051 | 38,822 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,491,807 | 18,993 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $6,481,193 | 19,118 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,426,883 | 19,100 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,219,081 | 17,699 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,730,999 | 20,180 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,077,494 | 19,872 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,855,581 | 19,303 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,787,171 | 19,974 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,640,068 | 22,224 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,545,005 | 7,177 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,383,716 | 7,042 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,856,177 | 5,130 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||