Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$283,002,265
+$98,885,168 QoQ
Shares Held
829,870
-27.7% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
3.13%
of 13F equity value
Holder Rank
#96
of 2,893 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, 2026Compagnie Lombard Odier SCmA holds $868,103,288 across 13 Software - Infrastructure names. PANW ranks #2 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,504,417 | $561,177,628 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
829,870 | $283,002,265 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
86,950 | $10,144,456 | |
| 4 | ORCL |
Oracle Corp
|
63,832 | $9,354,579 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
9,380 | $1,789,563 | |
| 6 | AI |
C3.ai, Inc.
|
110,000 | $999,900 | |
| 7 | XYZ |
Block, Inc.
|
10,896 | $828,096 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
11,200 | $286,608 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,002,265 | 829,870 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $184,117,097 | 1,148,435 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $185,845,642 | 1,008,934 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $211,283,848 | 1,037,638 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $202,396,531 | 989,037 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $174,257,396 | 1,021,199 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $184,284,173 | 1,012,773 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $179,838,068 | 526,150 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $190,775,165 | 562,742 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $153,371,384 | 539,793 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $113,396,397 | 384,551 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $109,722,607 | 468,020 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $141,644,267 | 554,359 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $118,926,393 | 595,406 | Shares | Defined | 2023-05-01 | |
| 2022-12-31 | $78,383,384 | 561,727 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $84,417,036 | 515,398 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $89,930,136 | 182,067 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $121,128,033 | 194,580 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $120,074,158 | 215,666 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $108,510,218 | 226,535 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $87,080,657 | 234,687 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $78,434,540 | 243,540 | Shares | Defined | 2021-04-23 | |
| 2020-12-31 | $90,028,865 | 253,324 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $61,841,521 | 252,672 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $60,928,870 | 265,289 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $47,452,540 | 289,415 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||