Position in PANW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$21,777,196
+$11,843,128 QoQ
Shares Held
63,859
+3.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#498
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, 202671 West Capital Partners holds $93,794,843 across 12 Software - Infrastructure names. PANW ranks #3 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
168,684 | $32,182,376 | |
| 2 | MSFT |
Microsoft Corp
|
82,863 | $30,909,556 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
63,859 | $21,777,196 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
37,126 | $4,331,490 | |
| 5 | ORCL |
Oracle Corp
|
13,384 | $1,961,425 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,648 | $714,025 | |
| 7 | SNPS |
Synopsys Inc
|
1,143 | $509,858 | |
| 8 | XYZ |
Block, Inc.
|
5,845 | $444,220 |
All Filings in PANW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,777,196 | 63,859 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $9,934,068 | 61,964 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,128,052 | 54,984 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||