Gallacher Capital Management LLC
Position in PANW — Palo Alto Networks Inc
CIK 1960749
LONE TREE, CO
Position in PANW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$439,915
+$170,257 QoQ
Shares Held
1,290
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,147
of 2,893 holders
Holding Since
Mar 2024
5 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, 2026Gallacher Capital Management LLC holds $5,453,259 across 9 Software - Infrastructure names. PANW ranks #6 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTAP |
NetApp, Inc.
|
6,493 | $1,004,856 | |
| 2 | MSFT |
Microsoft Corp
|
2,578 | $961,645 | |
| 3 | GEN |
Gen Digital Inc.
|
33,568 | $835,507 | |
| 4 | RAMP |
LiveRamp Holdings, Inc.
|
16,736 | $629,943 | |
| 5 | FTNT |
Fortinet, Inc.
|
3,019 | $463,778 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
1,290 | $439,915 | |
| 7 | DOX |
Amdocs Ltd
|
8,703 | $439,849 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
3,516 | $410,211 |
All Filings in PANW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,915 | 1,290 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $269,658 | 1,682 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $287,167 | 1,559 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $323,144 | 1,587 | Shares | Sole | 2025-11-05 | |
| 2024-03-31 | $205,710 | 724 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||