Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,295,746
New position
Shares Held
6,732
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#1,309
of 2,885 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Markowski Investments holds $11,205,674 across 10 Software - Infrastructure names. PANW ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
22,269 | $8,306,782 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
6,732 | $2,295,746 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,672 | $318,992 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
598 | $69,768 | |
| 5 | SNPS |
Synopsys Inc
|
155 | $69,140 | |
| 6 | RBRK |
Rubrik, Inc.
|
595 | $47,766 | |
| 7 | IOT |
Samsara Inc.
|
1,138 | $36,905 | |
| 8 | ORCL |
Oracle Corp
|
221 | $32,387 |
All Filings in PANW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,295,746 | 6,732 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||