Manhattan West Asset Management, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1904770
Los Angeles, CA
Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$605,310
+$329,881 QoQ
Shares Held
1,775
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,952
of 2,893 holders
Holding Since
Jun 2024
9 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, 2026Manhattan West Asset Management, LLC holds $30,487,232 across 6 Software - Infrastructure names. PANW ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
55,463 | $20,688,808 | |
| 2 | FTNT |
Fortinet, Inc.
|
49,901 | $7,665,791 | |
| 3 | NN |
Nextnav Inc.
|
45,400 | $809,482 | |
| 4 | PANW |
Palo Alto Networks Inc
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|
1,775 | $605,310 | |
| 5 | PAGS |
PagSeguro Digital Ltd.
|
53,910 | $487,885 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,971 | $229,956 |
All Filings in PANW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,310 | 1,775 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $275,429 | 1,718 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $365,637 | 1,985 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $384,638 | 1,889 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $377,765 | 1,846 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $295,548 | 1,732 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $286,587 | 1,575 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $265,236 | 776 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $261,715 | 772 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||