Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$181,396,040
+$95,055,865 QoQ
Shares Held
531,922
-1.2% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
2.28%
of 13F equity value
Holder Rank
#151
of 2,893 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Dec 31, 2025CallValue
$19,650
CallShares
7,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GROUPAMA ASSET MANAGMENT holds $581,670,339 across 10 Software - Infrastructure names. PANW ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,027,801 | $383,390,329 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
531,922 | $181,396,040 | |
| 3 | MDB |
MongoDB, Inc.
|
13,743 | $4,616,273 | |
| 4 | ORCL |
Oracle Corp
|
26,447 | $3,875,807 | |
| 5 | FTNT |
Fortinet, Inc.
|
23,969 | $3,682,117 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
17,516 | $2,043,591 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
8,840 | $1,686,539 | |
| 8 | SNPS |
Synopsys Inc
|
1,001 | $446,516 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,396,040 | 531,922 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $86,340,175 | 538,549 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $44,369,911 | 240,879 | Shares | Sole | 2026-02-27 | |
| 2025-12-31 | $19,650 | 7,500 | Call | Sole | 2026-02-27 | |
| 2025-09-30 | $51,710,317 | 253,955 | Shares | Sole | 2025-12-01 | |
| 2025-09-30 | $100,800 | 9,000 | Call | Sole | 2025-12-01 | |
| 2025-06-30 | $109,350 | 9,000 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $77,123,700 | 376,875 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,216,317 | 350,000 | Principal | Sole | 2025-05-14 | |
| 2025-03-31 | $61,377,160 | 359,688 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,298,014 | 350,000 | Principal | Sole | 2025-02-12 | |
| 2024-12-31 | $56,264,033 | 309,211 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $966,148 | 350,000 | Principal | Sole | 2024-11-15 | |
| 2024-09-30 | $43,509,772 | 127,296 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $40,339,816 | 118,993 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,488,467 | 75,629 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $31,270,844 | 106,046 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||