Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$618,893,325
+$286,472,852 QoQ
Shares Held
1,814,830
-12.5% QoQ
Ownership
0.223%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#47
of 2,904 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $3,313,304,357 across 69 Software - Infrastructure names. PANW ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,303,055 | $1,978,145,575 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
1,814,830 | $618,893,325 | |
| 3 | CHKP |
Check Point Software Technologies Ltd
|
995,606 | $130,852,495 | |
| 4 | NTAP |
NetApp, Inc.
|
826,574 | $127,920,592 | |
| 5 | SNPS |
Synopsys Inc
|
257,278 | $114,763,997 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
394,273 | $45,999,830 | |
| 7 | ORCL |
Oracle Corp
|
298,930 | $43,808,191 | |
| 8 | CPAY |
Corpay, Inc.
|
125,764 | $41,913,368 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,893,325 | 1,814,830 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $332,420,473 | 2,073,481 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $208,908,035 | 1,134,137 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $145,016,942 | 712,194 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $96,455,631 | 471,343 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $60,028,592 | 351,785 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,711,308 | 64,362 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,852,747 | 20,049 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,319,702 | 39,290 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,020,576 | 17,670 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $5,964,831 | 20,228 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,322,552 | 90,951 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $37,316,468 | 146,047 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $64,917,696 | 325,011 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $25,127,246 | 180,072 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,803,203 | 23,220 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $143,897,012 | 291,325 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $228,041,671 | 366,326 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $225,543,394 | 405,100 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $195,119,610 | 407,348 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $150,323,196 | 405,129 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $166,311,565 | 516,399 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $220,791,847 | 621,266 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $156,908,129 | 641,095 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $136,764,690 | 595,484 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $116,547,992 | 710,831 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||