Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$193,606,943
+$190,268,440 QoQ
Shares Held
567,729
+2626.3% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#144
of 2,893 holders
Holding Since
Sep 2020
22 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, 20261832 Asset Management L.P. holds $3,686,503,450 across 15 Software - Infrastructure names. PANW ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,586,763 | $2,456,994,334 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
1,311,636 | $250,240,474 | |
| 3 | ORCL |
Oracle Corp
|
1,612,948 | $236,377,529 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
567,729 | $193,606,943 | |
| 5 | TWLO |
Twilio Inc
|
555,500 | $114,616,315 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
648,800 | $101,881,064 | |
| 7 | MDB |
MongoDB, Inc.
|
269,300 | $90,457,870 | |
| 8 | FTNT |
Fortinet, Inc.
|
451,637 | $69,380,475 |
All Filings in PANW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,606,943 | 567,729 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,338,503 | 20,824 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,575,690 | 19,412 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,378,077 | 11,679 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $77,208,011 | 377,287 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,319,900 | 7,735 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $18,013,130 | 98,995 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $18,216,702 | 53,735 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,693 | 13 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $188,945,834 | 640,755 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $91,736,372 | 391,300 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $354,974,421 | 1,389,278 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $285,657,961 | 1,430,149 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $138,005,060 | 989,000 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $318,547,309 | 1,944,852 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $358,929,752 | 726,667 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $585,964,493 | 941,293 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $476,196,656 | 855,300 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $415,711,951 | 867,875 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $22,596,957 | 60,900 | Shares | Sole | 2021-08-20 | |
| 2020-12-31 | $210,817,466 | 593,200 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $29,370 | 120 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||