Position in PANW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,360,622
+$2,755,018 QoQ
Shares Held
12,787
+27.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,038
of 2,893 holders
Holding Since
Dec 2024
7 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, 2026Chicago Capital, LLC holds $150,939,397 across 12 Software - Infrastructure names. PANW ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
263,586 | $98,322,849 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
190,991 | $22,282,919 | |
| 3 | ORCL |
Oracle Corp
|
92,133 | $13,502,091 | |
| 4 | CCSI |
Consensus Cloud Solutions, Inc.
|
135,297 | $5,161,580 | |
| 5 | PANW |
Palo Alto Networks Inc
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|
12,787 | $4,360,622 | |
| 6 | MDB |
MongoDB, Inc.
|
7,196 | $2,417,136 | |
| 7 | XYZ |
Block, Inc.
|
19,501 | $1,482,076 | |
| 8 | NTNX |
Nutanix, Inc.
|
24,453 | $1,246,124 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,360,622 | 12,787 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,605,604 | 10,015 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $703,091 | 3,817 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $712,262 | 3,498 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,218,221 | 5,953 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,115,132 | 6,535 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $293,137 | 1,611 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||