Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,405,508
+$2,329,930 QoQ
Shares Held
15,851
-17.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#954
of 2,893 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GAM Holding AG holds $67,692,146 across 7 Software - Infrastructure names. PANW ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
139,116 | $51,893,049 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
15,851 | $5,405,508 | |
| 3 | ORCL |
Oracle Corp
|
28,775 | $4,216,976 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
29,319 | $3,420,647 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
8,908 | $1,699,512 | |
| 6 | NET |
Cloudflare, Inc.
|
2,965 | $727,255 | |
| 7 | SNPS |
Synopsys Inc
|
738 | $329,199 |
All Filings in PANW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,405,508 | 15,851 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,075,578 | 19,184 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $3,175,791 | 17,241 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,025,567 | 19,770 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,145,316 | 15,370 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,885,693 | 16,911 | Shares | Sole | 2025-04-22 | |
| 2022-06-30 | $1,132,110 | 2,292 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,914,218 | 3,075 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,250,423 | 4,042 | Shares | Sole | 2022-02-18 | |
| 2021-09-30 | $1,946,176 | 4,063 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,507,576 | 4,063 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,308,852 | 4,064 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,237,468 | 3,482 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $871,554 | 3,561 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $808,896 | 3,522 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $579,270 | 3,533 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||