Position in PANW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$34,946,024
+$22,940,622 QoQ
Shares Held
102,475
+36.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#378
of 2,892 holders
Holding Since
Mar 2024
10 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, 2026Americana Partners, LLC holds $271,518,624 across 14 Software - Infrastructure names. PANW ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
527,809 | $196,883,313 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
102,475 | $34,946,024 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
157,219 | $18,342,740 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
63,512 | $12,117,136 | |
| 5 | ORCL |
Oracle Corp
|
41,747 | $6,118,022 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
2,967 | $465,908 | |
| 7 | TWLO |
Twilio Inc
|
2,236 | $461,353 | |
| 8 | SNPS |
Synopsys Inc
|
1,024 | $456,775 |
All Filings in PANW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,946,024 | 102,475 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $12,005,402 | 74,884 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,955,413 | 43,189 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,298,692 | 50,578 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,746,798 | 47,629 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,251,979 | 48,359 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,248,064 | 45,329 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $800,153 | 2,341 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $598,352 | 1,765 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $581,898 | 2,048 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||