SEC 13F Intelligence

Lvm Capital Management Ltd/Mi / PANW

Lvm Capital Management Ltd/Mi’s Palo Alto Networks Inc Position

Does Lvm Capital Management Ltd/Mi own Palo Alto Networks Inc (PANW)? Yes — 56.1K shares worth $19M (+1.60% of its 13F portfolio) as of Q2 2026, down from 57.7K shares the prior filed quarter.

Position Value
$19M
Q2 2026
Shares
56.1K
% of Portfolio
+1.60%
Quarters Held
9
currently held

Position History PANW

Reported value by quarter
Q2 ’24: $6MQ2 ’24Q3 ’24: $6MQ4 ’24: $8MQ4 ’24Q1 ’25: $8MQ2 ’25: $10MQ2 ’25Q3 ’25: $11MQ4 ’25: $10MQ4 ’25Q1 ’26: $9MQ2 ’26: $19MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202656.1K$19M+1.60%
Q1 202657.7K$9M+0.87%
Q4 202554.9K$10M+0.94%
Q3 202553.5K$11M+1.05%
Q2 202547.5K$10M+1.01%
Q1 202547.0K$8M+0.89%
Q4 202445.5K$8M+0.89%
Q3 202418.5K$6M+0.71%
Q2 202418.5K$6M+0.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lvm Capital Management Ltd/Mi’s full portfolio or all institutional holders of PANW.