Position in PANW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$44,532,778
+$33,113,826 QoQ
Shares Held
130,587
+83.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#330
of 2,893 holders
Holding Since
Jun 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 Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$101,810
PutShares
500
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, 2026BANQUE PICTET & CIE SA holds $785,517,961 across 11 Software - Infrastructure names. PANW ranks #2 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,949,323 | $727,136,465 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
130,587 | $44,532,778 | |
| 3 | VRSN |
Verisign Inc/Ca
|
38,812 | $9,763,546 | |
| 4 | ARQQ |
Arqit Quantum Inc.
|
36,000 | $1,069,920 | |
| 5 | ORCL |
Oracle Corp
|
5,322 | $779,939 | |
| 6 | XYZ |
Block, Inc.
|
7,400 | $562,400 | |
| 7 | SNPS |
Synopsys Inc
|
1,258 | $561,156 | |
| 8 | MDB |
MongoDB, Inc.
|
1,313 | $441,036 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,532,778 | 130,587 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,418,952 | 71,226 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $13,427,074 | 72,894 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $14,056,703 | 69,034 | Shares | Sole | 2025-10-21 | |
| 2025-09-30 | $101,810 | 500 | Put | Sole | 2025-10-21 | |
| 2025-06-30 | $11,219,592 | 54,826 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $9,574,781 | 56,111 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,540,162 | 52,430 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,834,611 | 28,773 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $17,837,011 | 52,615 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $18,887,541 | 66,475 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $12,458,385 | 42,249 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $11,944,483 | 50,949 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $13,356,274 | 52,273 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $15,364,000 | 76,920 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $12,446,968 | 89,200 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $15,346,467 | 93,696 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $15,130,363 | 30,632 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $20,283,249 | 32,583 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $18,456,587 | 33,150 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,778,526 | 3,713 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,253,778 | 3,379 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,101,445 | 3,420 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,007,175 | 2,834 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $518,870 | 2,120 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $292,139 | 1,272 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||