Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,717,118
+$2,119,209 QoQ
Shares Held
10,900
+9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.27%
of 13F equity value
Holder Rank
#1,092
of 2,893 holders
Holding Since
Dec 2022
15 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, 2026MRP Capital Investments, LLC holds $12,601,173 across 7 Software - Infrastructure names. PANW ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
27,143 | $4,169,707 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
10,900 | $3,717,118 | |
| 3 | MSFT |
Microsoft Corp
|
7,357 | $2,744,308 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
15,392 | $1,795,784 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
800 | $152,628 | |
| 6 | TWLO |
Twilio Inc
|
100 | $20,633 | |
| 7 | CRWV |
CoreWeave, Inc.
|
10 | $995 |
All Filings in PANW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,717,118 | 10,900 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,597,909 | 9,967 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,877,919 | 10,195 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,065,724 | 10,145 | Shares | Sole | 2025-12-08 | |
| 2025-06-30 | $2,086,304 | 10,195 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,756,738 | 10,295 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,859,631 | 10,220 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,767,106 | 5,170 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,727,255 | 5,095 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,659,319 | 5,840 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,685,239 | 5,715 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,593,261 | 15,327 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,341,938 | 5,252 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,164,883 | 5,832 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $755,609 | 5,415 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||