Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$332,420,473
+$123,512,438 QoQ
Shares Held
2,073,481
+82.8% QoQ
Ownership
0.254%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 46.971976111669214.ToString("F0")%
Shared 0.ToString("F0")%
None 53.02802388833078.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026LAZARD ASSET MANAGEMENT LLC holds $2,880,237,197 across 59 Software - Infrastructure names. PANW ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,298,695 | $1,961,417,926 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
2,073,481 | $332,420,473 | |
| 3 | SNPS |
Synopsys Inc
|
390,010 | $154,631,164 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
809,115 | $115,582,077 | |
| 5 | CPAY |
Corpay, Inc.
|
158,670 | $46,171,383 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
312,758 | $45,750,240 | |
| 7 | NTAP |
NetApp, Inc.
|
315,879 | $32,342,850 | |
| 8 | ORCL |
Oracle Corp
|
211,026 | $31,044,034 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $3,426,373 | 20,049 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,659,850 | 39,290 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,510,288 | 17,670 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $2,982,415 | 20,228 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,661,276 | 90,951 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,658,233 | 146,047 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $32,458,847 | 325,011 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,563,622 | 180,072 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,901,601 | 23,220 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,982,834 | 291,325 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $38,006,944 | 366,326 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $37,590,565 | 405,100 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $32,519,935 | 407,348 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $25,053,866 | 405,129 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $27,718,594 | 516,399 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $36,798,640 | 621,266 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $26,151,354 | 641,095 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $22,794,114 | 595,484 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $19,424,665 | 710,831 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||