Position in PANW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,901,480
+$2,456,761 QoQ
Shares Held
14,373
-5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#1,000
of 2,893 holders
Holding Since
Sep 2020
23 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, 2026Clare Market Investments LLC holds $54,212,742 across 7 Software - Infrastructure names. PANW ranks #2 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
107,192 | $39,984,759 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
14,373 | $4,901,480 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
27,635 | $3,224,175 | |
| 4 | ORCL |
Oracle Corp
|
18,692 | $2,739,312 | |
| 5 | ZS |
Zscaler, Inc.
|
19,237 | $2,715,302 | |
| 6 | CRWV |
CoreWeave, Inc.
|
3,795 | $377,754 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
5,660 | $269,960 |
All Filings in PANW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,901,480 | 14,373 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,444,719 | 15,249 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $3,042,693 | 14,943 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,415,646 | 16,691 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,294,084 | 13,444 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,078,711 | 11,424 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,882,292 | 5,507 | Shares | Sole | 2025-02-20 | |
| 2024-06-30 | $2,185,936 | 6,448 | Shares | Sole | 2025-02-20 | |
| 2024-03-31 | $1,633,747 | 5,750 | Shares | Sole | 2025-02-20 | |
| 2023-12-31 | $741,033 | 2,513 | Shares | Sole | 2025-02-20 | |
| 2023-09-30 | $635,097 | 2,709 | Shares | Sole | 2025-02-20 | |
| 2023-06-30 | $720,282 | 2,819 | Shares | Sole | 2025-02-20 | |
| 2023-03-31 | $537,700 | 2,692 | Shares | Sole | 2025-02-20 | |
| 2022-12-31 | $530,531 | 3,802 | Shares | Sole | 2025-02-20 | |
| 2022-09-30 | $732,141 | 4,470 | Shares | Sole | 2025-02-20 | |
| 2022-06-30 | $637,182 | 1,290 | Shares | Sole | 2025-02-20 | |
| 2022-03-31 | $887,077 | 1,425 | Shares | Sole | 2025-02-20 | |
| 2021-12-31 | $620,787 | 1,115 | Shares | Sole | 2025-02-20 | |
| 2021-09-30 | $534,084 | 1,115 | Shares | Sole | 2025-02-20 | |
| 2021-06-30 | $452,681 | 1,220 | Shares | Sole | 2025-02-20 | |
| 2021-03-31 | $392,913 | 1,220 | Shares | Sole | 2025-02-20 | |
| 2020-12-31 | $305,635 | 860 | Shares | Sole | 2025-02-20 | |
| 2020-09-30 | $210,485 | 860 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||