Manager × security

Y.D. More Investments Ltd PANW holdings history

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PALO ALTO NETWORKS INC · CUSIP 697435105 · CIK 1870364

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Y.D. More Investments Ltd reported 592.72K PANW (shares), valued at $202.13M, or 6.19% of its reported non-derivative portfolio. Filed 2026-08-05.

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Portfolio weight and quantity history
Reported portfolio weight
6.19%
Shares
592.72K
592,718
Reported value
$202.13M
USD

Shares increased 5.21%; reported value increased 123.82%, and weight changed +2.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20266.19%592,718SEC filing ↗Filed Aug 5, 2026
Q1 20263.47%563,353SEC filing ↗Filed May 4, 2026
Q4 20250.68%77,889SEC filing ↗Filed Jan 21, 2026
Q3 20250.95%82,679SEC filing ↗Filed Nov 10, 2025
Q2 20250.88%62,583SEC filing ↗Filed Aug 11, 2025
Q1 20250.89%59,998SEC filing ↗Filed May 12, 2025
Q4 20241.12%68,898SEC filing ↗Filed Jan 27, 2025
Q3 20241.24%34,677SEC filing ↗Filed Nov 5, 2024
Q2 20241.43%41,429SEC filing ↗Filed Aug 8, 2024
Q1 20242.59%51,373SEC filing ↗Filed May 13, 2024
Q4 20232.17%38,312SEC filing ↗Filed Feb 6, 2024
Q3 20231.57%34,948SEC filing ↗Filed Oct 30, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20231.57%34,948$8.19MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Oct 30, 2023
Q4 20232.17%38,312$11.30MShares increased 9.63%; reported value increased 37.89%, and weight changed +0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 6, 2024
Q1 20242.59%51,373$14.60MShares increased 34.09%; reported value increased 29.20%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 13, 2024
Q2 20241.43%41,429$14.04MShares decreased 19.36%; reported value decreased 3.78%, and weight changed -1.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 8, 2024
Q3 20241.24%34,677$11.85MShares decreased 16.30%; reported value decreased 15.61%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 5, 2024
Q4 20241.12%68,898$12.54MShares increased 98.69%; reported value increased 5.79%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 27, 2025
Q1 20250.89%59,998$10.24MShares decreased 12.92%; reported value decreased 18.35%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 12, 2025
Q2 20250.88%62,583$12.80MShares increased 4.31%; reported value increased 25.08%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 11, 2025
Q3 20250.95%82,679$16.83MShares increased 32.11%; reported value increased 31.46%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 10, 2025
Q4 20250.68%77,889$14.35MShares decreased 5.79%; reported value decreased 14.76%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 21, 2026
Q1 20263.47%563,353$90.31MShares increased 623.28%; reported value increased 529.36%, and weight changed +2.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 4, 2026
Q2 20266.19%592,718$202.13MShares increased 5.21%; reported value increased 123.82%, and weight changed +2.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 5, 2026
Y.D. More Investments Ltd · PALO ALTO NETWORKS INC

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.