Position in PANW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$365,572
-$1,902,451 QoQ
Shares Held
1,072
-90.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,261
of 2,893 holders
Holding Since
Mar 2025
3 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, 2026SEAVIEW INVESTMENT MANAGERS LLC holds $20,740,076 across 6 Software - Infrastructure names. PANW ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,651 | $9,941,355 | |
| 2 | ORCL |
Oracle Corp
|
65,860 | $9,651,782 | |
| 3 | NET |
Cloudflare, Inc.
|
1,910 | $468,484 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
1,072 | $365,572 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,977 | $230,655 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,724 | $82,228 |
All Filings in PANW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,572 | 1,072 | Shares | Defined | 2026-07-14 | |
| 2025-06-30 | $2,268,023 | 11,083 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,396,857 | 8,186 | Shares | Defined | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||