Position in PANW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,096,038
+$621,010 QoQ
Shares Held
3,214
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,657
of 2,893 holders
Holding Since
Dec 2023
11 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, 2026EWA, LLC holds $9,021,208 across 9 Software - Infrastructure names. PANW ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
14,118 | $5,266,296 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
3,214 | $1,096,038 | |
| 3 | ORCL |
Oracle Corp
|
5,103 | $747,844 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
5,671 | $661,635 | |
| 5 | NTAP |
NetApp, Inc.
|
2,383 | $368,793 | |
| 6 | XYZ |
Block, Inc.
|
3,605 | $273,980 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,680 | $258,081 | |
| 8 | SNPS |
Synopsys Inc
|
538 | $239,985 |
All Filings in PANW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,096,038 | 3,214 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $475,028 | 2,963 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $298,956 | 1,623 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $540,407 | 2,654 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $609,213 | 2,977 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $280,190 | 1,642 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $254,744 | 1,400 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $252,248 | 738 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $245,104 | 723 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $195,481 | 688 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $198,454 | 673 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||