Position in PANW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,807,958
+$1,868,804 QoQ
Shares Held
8,234
+40.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#1,218
of 2,893 holders
Holding Since
Dec 2025
3 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, 2026DARA CAPITAL US, INC. holds $11,187,686 across 14 Software - Infrastructure names. PANW ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
8,969 | $3,345,616 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
8,234 | $2,807,958 | |
| 3 | NET |
Cloudflare, Inc.
|
5,362 | $1,315,191 | |
| 4 | FTNT |
Fortinet, Inc.
|
7,485 | $1,149,845 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
14,644 | $698,463 | |
| 6 | OKTA |
Okta, Inc.
|
2,635 | $359,545 | |
| 7 | ZS |
Zscaler, Inc.
|
2,452 | $346,099 | |
| 8 | RBRK |
Rubrik, Inc.
|
3,121 | $250,553 |
All Filings in PANW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,807,958 | 8,234 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $939,154 | 5,858 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,063,018 | 5,771 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||