Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,744,058
+$1,453,887 QoQ
Shares Held
10,979
-23.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#1,087
of 2,893 holders
Holding Since
Mar 2021
21 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, 2026AXS Investments LLC holds $21,463,321 across 9 Software - Infrastructure names. PANW ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
42,291 | $4,934,090 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
10,979 | $3,744,058 | |
| 3 | MSFT |
Microsoft Corp
|
9,648 | $3,598,896 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
17,776 | $3,391,394 | |
| 5 | ORCL |
Oracle Corp
|
15,849 | $2,322,670 | |
| 6 | FTNT |
Fortinet, Inc.
|
7,295 | $1,120,657 | |
| 7 | SNPS |
Synopsys Inc
|
2,396 | $1,068,783 | |
| 8 | NET |
Cloudflare, Inc.
|
3,178 | $779,499 |
All Filings in PANW
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,744,058 | 10,979 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,290,171 | 14,285 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,427,387 | 13,178 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $2,648,078 | 13,005 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $2,441,150 | 11,929 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,620,859 | 15,359 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,908,448 | 15,984 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,777,466 | 8,126 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,346,706 | 9,872 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,152,990 | 11,097 | Shares | Sole | 2024-08-16 | |
| 2023-12-31 | $3,569,817 | 12,106 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,790,539 | 11,903 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,091,415 | 12,099 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,580,241 | 12,918 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,998,352 | 14,321 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,404,109 | 14,678 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,619,856 | 5,304 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,813,746 | 4,520 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,911,675 | 10,618 | Shares | Sole | 2022-02-09 | |
| 2021-06-30 | $1,834,472 | 4,944 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,157,481 | 6,699 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||