Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$187,219,294
+$89,184,420 QoQ
Shares Held
548,998
-10.2% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#148
of 2,911 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$59,678,500
PutShares
175,000
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, 2026CREDIT AGRICOLE S A holds $2,858,054,677 across 33 Software - Infrastructure names. PANW ranks #2 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,646,926 | $2,106,416,332 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
548,998 | $187,219,294 | |
| 3 | ORCL |
Oracle Corp
|
1,064,563 | $156,011,704 | |
| 4 | NET |
Cloudflare, Inc.
|
417,945 | $102,513,549 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
588,665 | $68,679,544 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
267,760 | $51,084,589 | |
| 7 | SNPS |
Synopsys Inc
|
91,750 | $40,926,920 | |
| 8 | FTNT |
Fortinet, Inc.
|
208,291 | $31,997,662 |
All Filings in PANW
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,678,500 | 175,000 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $187,219,294 | 548,998 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $98,034,874 | 611,495 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $4,008,000 | 25,000 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $31,262,400 | 195,000 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $119,334,888 | 647,855 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $177,461,954 | 871,535 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $6,108,600 | 30,000 | Put | Defined | 2025-11-14 | |
| 2025-03-31 | $52,446,029 | 307,349 | Shares | Defined | 2025-05-14 | |
| 2025-03-31 | $18,770,400 | 110,000 | Put | Defined | 2025-05-14 | |
| 2024-12-31 | $14,556,800 | 80,000 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $53,425,817 | 293,613 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $84,305,993 | 246,653 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $13,672,000 | 40,000 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $11,692,454 | 34,490 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $57,963,925 | 170,980 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $19,561,780 | 68,848 | Shares | Defined | 2024-05-14 | |
| 2024-03-31 | $8,523,900 | 30,000 | Put | Defined | 2024-05-14 | |
| 2023-12-31 | $17,882,701 | 60,644 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $41,659,751 | 177,699 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $45,937,119 | 179,786 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $39,972,765 | 200,124 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $29,988,258 | 214,908 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $34,402,284 | 210,039 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,307,912 | 33,016 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $6,459,788 | 10,377 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,320,775 | 14,945 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,709,956 | 22,359 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,076,199 | 32,546 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $12,022,184 | 37,329 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $10,808,837 | 30,414 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,282,591 | 33,841 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,784,674 | 29,541 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,718,780 | 22,681 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||