Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,625,218
+$11,527,411 QoQ
Shares Held
83,940
-21.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#429
of 2,891 holders
Holding Since
Jun 2024
9 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, 2026DNCA FINANCE holds $129,533,764 across 7 Software - Infrastructure names. PANW ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
171,443 | $63,951,667 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
83,940 | $28,625,218 | |
| 3 | ORCL |
Oracle Corp
|
85,700 | $12,559,335 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
59,400 | $11,332,629 | |
| 5 | OKTA |
Okta, Inc.
|
45,150 | $6,160,717 | |
| 6 | SNPS |
Synopsys Inc
|
10,950 | $4,884,466 | |
| 7 | TOST |
Toast, Inc.
|
72,600 | $2,019,732 |
All Filings in PANW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,625,218 | 83,940 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $17,097,807 | 106,648 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $20,833,020 | 113,100 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $21,695,711 | 106,550 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $21,210,936 | 103,650 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $17,541,792 | 102,800 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $18,159,608 | 99,800 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $15,893,700 | 46,500 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $17,459,015 | 51,500 | Shares | Defined | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||