Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$98,034,874
-$21,300,014 QoQ
Shares Held
611,495
-5.6% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026CallValue
$4,008,000
CallShares
25,000
PutValue
$31,262,400
PutShares
195,000
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 Mar 31, 2026CREDIT AGRICOLE S A holds $2,617,080,875 across 32 Software - Infrastructure names. PANW ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,477,807 | $2,027,719,813 | |
| 2 | ORCL |
Oracle Corp
|
1,151,897 | $169,455,563 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
681,686 | $99,717,027 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
611,495 | $98,034,874 | |
| 5 | NET |
Cloudflare, Inc.
|
403,181 | $83,192,367 | |
| 6 | SNPS |
Synopsys Inc
|
84,649 | $33,561,634 | |
| 7 | ZS |
Zscaler, Inc.
|
114,333 | $16,039,776 | |
| 8 | CRWV |
CoreWeave, Inc.
|
195,375 | $15,135,701 |
All Filings in PANW
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $42,152,995 | 246,653 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $6,836,000 | 40,000 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $5,846,227 | 34,490 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $28,981,961 | 170,980 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,780,888 | 68,848 | Shares | Defined | 2024-05-14 | |
| 2024-03-31 | $4,261,950 | 30,000 | Put | Defined | 2024-05-14 | |
| 2023-12-31 | $8,941,349 | 60,644 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $20,829,874 | 177,699 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $22,968,558 | 179,786 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $19,986,381 | 200,124 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $14,994,126 | 214,908 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $17,201,139 | 210,039 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,717,983 | 33,016 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $1,076,631 | 10,377 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,386,795 | 14,945 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,784,992 | 22,359 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,012,698 | 32,546 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $2,003,697 | 37,329 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,801,472 | 30,414 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,380,431 | 33,841 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,130,778 | 29,541 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $619,796 | 22,681 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||