Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$52,245,969
+$4,725,999 QoQ
Shares Held
153,205
-48.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#308
of 2,893 holders
Holding Since
Dec 2025
3 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, 2026Life Cycle Investment Partners Ltd holds $1,283,712,719 across 6 Software - Infrastructure names. PANW ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,490,204 | $928,895,896 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,340,443 | $156,389,484 | |
| 3 | SNPS |
Synopsys Inc
|
159,426 | $71,115,155 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
153,205 | $52,245,969 | |
| 5 | ORCL |
Oracle Corp
|
299,137 | $43,838,527 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
163,680 | $31,227,688 |
All Filings in PANW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,245,969 | 153,205 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $47,519,970 | 296,407 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $36,239,139 | 196,738 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||