Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,417,490
+$1,192,485 QoQ
Shares Held
7,089
-7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 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, 2026Truvestments Capital LLC holds $24,214,651 across 43 Software - Infrastructure names. PANW ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,694 | $6,600,215 | |
| 2 | TWLO |
Twilio Inc
|
21,616 | $4,460,029 | |
| 3 | ORCL |
Oracle Corp
|
17,998 | $2,637,606 | |
| 4 | PANW |
Palo Alto Networks Inc
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|
7,089 | $2,417,490 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
15,950 | $1,860,886 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
9,400 | $1,793,379 | |
| 7 | OKTA |
Okta, Inc.
|
7,444 | $1,015,733 | |
| 8 | NET |
Cloudflare, Inc.
|
3,863 | $947,516 |
All Filings in PANW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,417,490 | 7,089 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,225,005 | 7,641 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,438,417 | 7,809 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,461,991 | 7,180 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,632,617 | 7,978 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,244,477 | 7,293 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,106,498 | 6,081 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $870,222 | 2,546 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $823,455 | 2,429 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $594,968 | 2,094 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $171,325 | 581 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $166,686 | 711 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $171,702 | 672 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $136,222 | 682 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,442 | 39 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||