Position in PANW
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$184,117,097
-$1,728,545 QoQ
Shares Held
1,148,435
+13.8% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Compagnie Lombard Odier SCmA holds $788,319,374 across 12 Software - Infrastructure names. PANW ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,533,083 | $567,501,333 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
1,148,435 | $184,117,097 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
144,917 | $21,198,458 | |
| 4 | ORCL |
Oracle Corp
|
91,906 | $13,520,291 | |
| 5 | AI |
C3.ai, Inc.
|
110,000 | $926,200 | |
| 6 | XYZ |
Block, Inc.
|
8,896 | $535,361 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
2,345 | $228,877 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
11,200 | $167,552 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $89,919,034 | 526,150 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $95,387,581 | 562,742 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $76,685,692 | 539,793 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $56,698,198 | 384,551 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $54,861,303 | 468,020 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $70,822,132 | 554,359 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $59,463,196 | 595,406 | Shares | Defined | 2023-05-01 | |
| 2022-12-31 | $39,191,691 | 561,727 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $42,208,517 | 515,398 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $14,988,355 | 182,067 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $20,188,004 | 194,580 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $20,012,358 | 215,666 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $18,085,035 | 226,535 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $14,513,441 | 234,687 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $13,072,422 | 243,540 | Shares | Defined | 2021-04-23 | |
| 2020-12-31 | $15,004,809 | 253,324 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $10,306,919 | 252,672 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $10,154,810 | 265,289 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,908,756 | 289,415 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||