Position in PANW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$7,436,623
+$3,347,822 QoQ
Shares Held
21,807
-14.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#821
of 2,893 holders
Holding Since
Sep 2025
4 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, 2026BDF-GESTION holds $73,281,961 across 6 Software - Infrastructure names. PANW ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
131,497 | $49,051,010 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
21,807 | $7,436,623 | |
| 3 | ORCL |
Oracle Corp
|
42,235 | $6,189,539 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
39,892 | $4,654,199 | |
| 5 | FTNT |
Fortinet, Inc.
|
28,855 | $4,432,705 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
31,824 | $1,517,885 |
All Filings in PANW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,436,623 | 21,807 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,088,801 | 25,504 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,697,836 | 25,504 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $5,539,278 | 27,204 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||