Position in PANW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,323,498,029
-$304,199,266 QoQ
Shares Held
8,255,352
-6.6% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 37.03965621332682.ToString("F0")%
Shared 0.ToString("F0")%
None 62.96034378667318.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Mar 31, 2026CallValue
$334,361,628
CallShares
2,085,589
PutValue
$102,772,174
PutShares
641,044
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 Mar 31, 2026UBS Group AG holds $22,297,936,661 across 166 Software - Infrastructure names. PANW ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
33,034,656 | $12,228,438,602 | |
| 2 | ORCL |
Oracle Corp
|
13,422,069 | $1,974,520,563 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
8,255,352 | $1,323,498,029 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,776,822 | $991,313,517 | |
| 5 | SNPS |
Synopsys Inc
|
1,925,114 | $763,269,196 | |
| 6 | CORZ |
Core Scientific, Inc./tx
|
25,533,940 | $381,987,740 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,598,805 | $278,799,421 | |
| 8 | OKTA |
Okta, Inc.
|
3,401,070 | $267,698,217 |
All Filings in PANW
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $102,772,174 | 641,044 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $1,323,498,029 | 8,255,352 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $334,361,628 | 2,085,589 | Call | Defined | 2026-05-05 | |
| 2025-12-31 | $181,860,660 | 987,300 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $1,627,697,295 | 8,836,576 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $54,530,936 | 296,042 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $166,052,110 | 815,500 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $1,646,223,103 | 8,084,781 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $59,203,329 | 290,754 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $146,911,056 | 717,900 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $33,492,610 | 163,666 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $1,388,824,146 | 6,786,670 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,217,707,512 | 7,136,120 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $43,480,778 | 254,810 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $123,099,696 | 721,400 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $104,881,744 | 576,400 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $1,334,933,341 | 7,336,411 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $56,386,128 | 309,882 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $39,853,880 | 233,200 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $18,977,419 | 111,044 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $524,354,521 | 3,068,195 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $30,256,642 | 178,500 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $26,569,569 | 156,748 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $532,668,777 | 3,142,496 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $38,371,756 | 270,100 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $51,534,647 | 362,754 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $436,278,768 | 3,070,980 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $50,527,688 | 342,700 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $384,498,745 | 2,607,832 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $35,474,064 | 240,600 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $299,800,813 | 2,557,591 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $43,336,234 | 369,700 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $32,657,492 | 278,600 | Call | Defined | 2023-11-09 | |
| 2023-06-30 | $340,480,102 | 2,665,102 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $15,330,600 | 120,000 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $27,122,386 | 212,300 | Put | Defined | 2023-08-11 | |
| 2023-03-31 | $250,755,789 | 2,510,822 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $14,581,020 | 146,000 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $9,797,247 | 98,100 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $171,063,337 | 2,451,818 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $12,586,508 | 180,400 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $4,918,785 | 70,500 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $10,908,414 | 133,200 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $187,439,880 | 2,288,783 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $2,055,564 | 25,100 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $44,161,589 | 536,441 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $4,568,943 | 55,500 | Call | Defined | 2022-08-10 | |
| 2022-03-31 | $57,176,726 | 551,092 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $1,037,517 | 10,000 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $4,181,193 | 40,300 | Call | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||