Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$328,420,675
+$136,245,572 QoQ
Shares Held
963,054
-19.7% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#85
of 2,910 holders
Holding Since
Mar 2020
26 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, 2026Candriam S.C.A. holds $1,618,397,708 across 21 Software - Infrastructure names. PANW ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,519,834 | $939,948,478 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
963,054 | $328,420,675 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
570,180 | $108,781,791 | |
| 4 | MDB |
MongoDB, Inc.
|
280,581 | $94,247,157 | |
| 5 | ZS |
Zscaler, Inc.
|
258,585 | $36,499,272 | |
| 6 | FTNT |
Fortinet, Inc.
|
191,608 | $29,434,820 | |
| 7 | ORCL |
Oracle Corp
|
150,207 | $22,012,835 | |
| 8 | SNPS |
Synopsys Inc
|
47,900 | $21,366,753 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,420,675 | 963,054 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $192,175,103 | 1,198,697 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $197,686,939 | 1,073,219 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $210,789,867 | 1,035,212 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $165,941,962 | 810,897 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $135,777,053 | 795,693 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $139,726,355 | 767,896 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $122,079,338 | 357,166 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $105,067,674 | 309,925 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $82,971,926 | 292,021 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $117,485,794 | 398,419 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $103,897,712 | 443,174 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $107,860,224 | 422,137 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $81,421,214 | 407,636 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $47,172,194 | 338,055 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $80,531,120 | 491,673 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $76,423,352 | 154,722 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $122,905,923 | 197,436 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $113,493,258 | 203,846 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $99,782,363 | 208,314 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $78,850,393 | 212,506 | Shares | Other | 2021-07-20 | |
| 2021-03-31 | $69,115,406 | 214,604 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $76,268,868 | 214,606 | Shares | Other | 2021-01-22 | |
| 2020-09-30 | $49,136,294 | 200,761 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $29,096,866 | 126,690 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $35,410,319 | 215,969 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||