Position in PANW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$149,978,718
+$15,744,259 QoQ
Shares Held
935,496
+28.4% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 86.10726288514329.ToString("F0")%
Shared 0.ToString("F0")%
None 13.892737114856718.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026TCW GROUP INC holds $973,915,057 across 19 Software - Infrastructure names. PANW ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,495,489 | $553,585,162 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
935,496 | $149,978,718 | |
| 3 | ORCL |
Oracle Corp
|
478,250 | $70,355,356 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
458,894 | $67,127,014 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
596,584 | $51,174,975 | |
| 6 | NTAP |
NetApp, Inc.
|
351,046 | $35,943,598 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
273,608 | $26,704,823 | |
| 8 | CRWV |
CoreWeave, Inc.
|
78,364 | $6,070,858 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $149,978,718 | 935,496 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $134,234,459 | 728,743 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $161,610,341 | 793,686 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $204,281,265 | 998,247 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $170,540,687 | 999,418 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $183,442,790 | 1,008,149 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $88,952,594 | 520,495 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $88,657,215 | 523,036 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $71,551,178 | 503,651 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $75,923,194 | 514,943 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $58,766,253 | 501,333 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $20,590,400 | 161,171 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $14,841,980 | 148,613 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,153,767 | 145,532 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,933,820 | 145,721 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $5,547,766 | 67,390 | Shares | Defined | 2022-07-19 | |
| 2022-03-31 | $6,991,826 | 67,390 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $5,120,983 | 55,187 | Shares | Defined | 2022-01-26 | |
| 2021-09-30 | $4,949,903 | 62,003 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $3,834,370 | 62,003 | Shares | Defined | 2021-07-23 | |
| 2021-03-31 | $1,509,871 | 28,129 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $2,044,855 | 34,523 | Shares | Defined | 2021-02-02 | |
| 2020-09-30 | $3,040,653 | 74,541 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $3,406,270 | 88,987 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $2,456,806 | 89,905 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||