Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$570,420,061
+$465,014,909 QoQ
Shares Held
1,672,688
+224.7% QoQ
Ownership
0.205%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#51
of 2,904 holders
Holding Since
Mar 2022
15 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, 2026Polar Capital Holdings Plc holds $2,348,777,000 across 10 Software - Infrastructure names. PANW ranks #1 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
1,672,688 | $570,420,061 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
2,153,756 | $410,904,338 | |
| 3 | MSFT |
Microsoft Corp
|
863,720 | $322,184,834 | |
| 4 | NET |
Cloudflare, Inc.
|
1,240,516 | $304,273,764 | |
| 5 | TWLO |
Twilio Inc
|
1,204,982 | $248,623,936 | |
| 6 | MDB |
MongoDB, Inc.
|
689,071 | $231,458,948 | |
| 7 | AKAM |
Akamai Technologies Inc
|
1,575,971 | $186,295,531 | |
| 8 | KSPI |
Joint Stock Co Kaspi.kz
|
673,258 | $58,331,073 |
All Filings in PANW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,420,061 | 1,672,688 | Shares | Defined | 2026-08-14 | |
| 2025-06-30 | $105,405,152 | 515,076 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $101,443,944 | 594,491 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $90,575,320 | 497,776 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $102,557,773 | 300,052 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,995,211 | 23,584 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,274,424 | 36,161 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $114,034,224 | 386,714 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $127,076,092 | 542,041 | Shares | Defined | 2023-11-22 | |
| 2023-06-30 | $171,481,959 | 671,136 | Shares | Defined | 2023-12-13 | |
| 2023-03-31 | $140,254,232 | 702,184 | Shares | Defined | 2023-12-13 | |
| 2022-12-31 | $81,176,697 | 581,745 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $135,757,669 | 828,852 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $107,345,960 | 217,326 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $92,640,722 | 148,818 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||