Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,328,566
+$2,964,243 QoQ
Shares Held
12,693
+49.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,040
of 2,893 holders
Holding Since
Dec 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, 2026Portfolio Design Labs, LLC holds $35,292,404 across 9 Software - Infrastructure names. PANW ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
49,926 | $18,623,396 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
28,708 | $5,477,055 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
12,693 | $4,328,566 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
20,689 | $2,413,785 | |
| 5 | ORCL |
Oracle Corp
|
14,192 | $2,079,837 | |
| 6 | SNPS |
Synopsys Inc
|
2,085 | $930,055 | |
| 7 | NTAP |
NetApp, Inc.
|
5,418 | $838,489 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,373 | $364,540 |
All Filings in PANW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,328,566 | 12,693 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,364,323 | 8,510 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,568,647 | 8,516 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,710,408 | 8,400 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $301,507 | 1,657 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||