Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,260,692
+$6,982,798 QoQ
Shares Held
35,953
+9.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#641
of 2,893 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Yarbrough Capital, LLC holds $100,053,630 across 8 Software - Infrastructure names. PANW ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
129,794 | $48,415,757 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
129,443 | $15,102,114 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
69,520 | $13,263,373 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
35,953 | $12,260,692 | |
| 5 | NET |
Cloudflare, Inc.
|
38,845 | $9,527,901 | |
| 6 | CRWV |
CoreWeave, Inc.
|
6,190 | $616,152 | |
| 7 | OKTA |
Okta, Inc.
|
3,667 | $500,362 | |
| 8 | TOST |
Toast, Inc.
|
13,202 | $367,279 |
All Filings in PANW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,260,692 | 35,953 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,277,894 | 32,921 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,505,466 | 8,173 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,664,186 | 8,173 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,465,631 | 7,162 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,222,123 | 7,162 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,303,197 | 7,162 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,223,985 | 3,581 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,213,994 | 3,581 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,017,469 | 3,581 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,055,965 | 3,581 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $839,529 | 3,581 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $914,981 | 3,581 | Shares | Sole | 2023-08-25 | |
| 2023-03-31 | $715,268 | 3,581 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $499,692 | 3,581 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $477,120 | 2,913 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $479,615 | 971 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $604,457 | 971 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $289,515 | 520 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||