Position in PANW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$202,128,691
+$111,811,939 QoQ
Shares Held
592,718
+5.2% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
6.94%
of 13F equity value
Holder Rank
#138
of 2,904 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Y.D. More Investments Ltd holds $324,507,118 across 33 Software - Infrastructure names. PANW ranks #1 (62.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
592,718 | $202,128,691 | |
| 2 | NYAX |
Nayax Ltd.
|
906,477 | $59,383,307 | |
| 3 | MSFT |
Microsoft Corp
|
46,035 | $17,171,975 | |
| 4 | CGNT |
Cognyte Software Ltd.
|
1,854,798 | $16,285,126 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
37,388 | $7,133,069 | |
| 6 | NET |
Cloudflare, Inc.
|
21,697 | $5,321,840 | |
| 7 | FTNT |
Fortinet, Inc.
|
25,757 | $3,956,790 | |
| 8 | OKTA |
Okta, Inc.
|
15,915 | $2,171,601 |
All Filings in PANW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,128,691 | 592,718 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $90,316,752 | 563,353 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $14,347,153 | 77,889 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $16,835,097 | 82,679 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $12,806,984 | 62,583 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $10,238,058 | 59,998 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $12,536,679 | 68,898 | Shares | Defined | 2025-01-27 | |
| 2024-09-30 | $11,852,598 | 34,677 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $14,044,844 | 41,429 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $14,596,610 | 51,373 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,297,442 | 38,312 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,193,209 | 34,948 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $11,364,573 | 44,478 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $10,340,739 | 51,771 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,132,922 | 43,951 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||