Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$920,412
+$838,489 QoQ
Shares Held
2,699
+428.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,744
of 2,893 holders
Holding Since
Dec 2025
3 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, 2026Knuff & Co LLC holds $48,869,153 across 6 Software - Infrastructure names. PANW ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
65,290 | $24,354,475 | |
| 2 | FTNT |
Fortinet, Inc.
|
105,607 | $16,223,347 | |
| 3 | MDB |
MongoDB, Inc.
|
14,365 | $4,825,203 | |
| 4 | ORCL |
Oracle Corp
|
11,872 | $1,739,841 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
2,699 | $920,412 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,224 | $805,875 |
All Filings in PANW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $920,412 | 2,699 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $81,923 | 511 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $25,788 | 140 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||