Position in PANW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$273,616,373
+$123,637,655 QoQ
Shares Held
802,347
-14.2% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#106
of 2,904 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TCW GROUP INC holds $1,163,447,279 across 21 Software - Infrastructure names. PANW ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,123,627 | $419,135,342 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
802,347 | $273,616,373 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
702,491 | $81,959,623 | |
| 4 | DOCN |
DigitalOcean Holdings, Inc.
|
509,623 | $80,026,099 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
406,288 | $77,513,654 | |
| 6 | NTAP |
NetApp, Inc.
|
498,787 | $77,192,275 | |
| 7 | ORCL |
Oracle Corp
|
493,119 | $72,266,588 | |
| 8 | AKAM |
Akamai Technologies Inc
|
451,949 | $53,424,890 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,616,373 | 802,347 | Shares | Defined | 2026-08-03 | |
| 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 | $177,905,190 | 520,495 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $177,314,432 | 523,036 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $143,102,358 | 503,651 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $151,846,390 | 514,943 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $117,532,507 | 501,333 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $41,180,801 | 161,171 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $29,683,960 | 148,613 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $20,307,535 | 145,532 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $23,867,642 | 145,721 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $33,286,603 | 67,390 | Shares | Defined | 2022-07-19 | |
| 2022-03-31 | $41,950,962 | 67,390 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $30,725,902 | 55,187 | Shares | Defined | 2022-01-26 | |
| 2021-09-30 | $29,699,423 | 62,003 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $23,006,225 | 62,003 | Shares | Defined | 2021-07-23 | |
| 2021-03-31 | $9,059,231 | 28,129 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $12,269,135 | 34,523 | Shares | Defined | 2021-02-02 | |
| 2020-09-30 | $18,243,923 | 74,541 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $20,437,626 | 88,987 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $14,740,841 | 89,905 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||