Position in PANW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,727,172
+$4,102,498 QoQ
Shares Held
22,659
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.74%
of 13F equity value
Holder Rank
#804
of 2,893 holders
Holding Since
Dec 2021
19 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, 2026KRS Capital Management, LLC holds $21,854,005 across 10 Software - Infrastructure names. PANW ranks #1 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
22,659 | $7,727,172 | |
| 2 | FTNT |
Fortinet, Inc.
|
45,720 | $7,023,506 | |
| 3 | MSFT |
Microsoft Corp
|
4,660 | $1,738,273 | |
| 4 | ORCL |
Oracle Corp
|
9,436 | $1,382,845 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
11,226 | $1,309,737 | |
| 6 | TWLO |
Twilio Inc
|
4,820 | $994,510 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
16,364 | $780,501 | |
| 8 | ZS |
Zscaler, Inc.
|
2,879 | $406,370 |
All Filings in PANW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,727,172 | 22,659 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,624,674 | 22,609 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,124,953 | 16,965 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,449,322 | 16,940 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,460,462 | 16,910 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,870,164 | 16,820 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $3,016,896 | 16,580 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,836,940 | 8,300 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,842,598 | 8,385 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,420,787 | 8,520 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,407,695 | 8,165 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,898,964 | 8,100 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,986,590 | 7,775 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,552,978 | 7,775 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,054,922 | 7,560 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,238,252 | 7,560 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,244,728 | 2,520 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,568,725 | 2,520 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,352,926 | 2,430 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||