Position in PANW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$165,797,493
-$12,651,783 QoQ
Shares Held
1,034,166
+6.7% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026PRIMECAP MANAGEMENT CO/CA/ holds $5,641,990,914 across 16 Software - Infrastructure names. PANW ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,264,560 | $2,689,122,175 | |
| 2 | NTAP |
NetApp, Inc.
|
9,057,455 | $927,392,817 | |
| 3 | ORCL |
Oracle Corp
|
5,674,130 | $834,721,264 | |
| 4 | SNPS |
Synopsys Inc
|
822,400 | $326,065,152 | |
| 5 | MDB |
MongoDB, Inc.
|
842,729 | $206,274,777 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
1,034,166 | $165,797,493 | |
| 7 | GTLB |
Gitlab Inc.
|
7,299,050 | $157,951,442 | |
| 8 | OKTA |
Okta, Inc.
|
1,711,428 | $134,706,497 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $165,797,493 | 1,034,166 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $178,449,276 | 968,780 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $197,969,545 | 972,250 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $205,835,097 | 1,005,840 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $168,687,878 | 988,560 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $182,076,454 | 1,000,640 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $175,134,902 | 512,390 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $174,963,061 | 516,100 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $145,090,984 | 510,650 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $149,788,719 | 507,965 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $119,690,997 | 510,540 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $131,102,692 | 513,102 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $103,933,111 | 520,342 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $73,392,039 | 525,957 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $88,358,480 | 539,462 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $89,456,943 | 181,109 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $117,236,723 | 188,329 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $108,932,281 | 195,654 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $95,054,636 | 198,444 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $73,645,672 | 198,479 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $64,199,158 | 199,339 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $70,605,015 | 198,669 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $65,970,947 | 269,544 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $61,979,610 | 269,864 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $44,551,101 | 271,719 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||