Position in PANW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$50,470,960
+$18,743,632 QoQ
Shares Held
148,000
-25.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#313
of 2,910 holders
Holding Since
Sep 2022
11 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, 2026Covea Finance holds $172,803,076 across 6 Software - Infrastructure names. PANW ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
258,918 | $96,581,592 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
148,000 | $50,470,960 | |
| 3 | MDB |
MongoDB, Inc.
|
29,007 | $9,743,451 | |
| 4 | SAIL |
SailPoint, Inc.
|
576,900 | $8,445,816 | |
| 5 | RBRK |
Rubrik, Inc.
|
76,600 | $6,149,448 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
29,600 | $1,411,809 |
All Filings in PANW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,470,960 | 148,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $31,727,328 | 197,900 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $31,663,980 | 171,900 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $33,800,920 | 166,000 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $31,992,394 | 156,335 | Shares | Sole | 2025-07-15 | |
| 2023-12-31 | $3,066,752 | 10,400 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $2,438,176 | 10,400 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,679,344 | 14,400 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $5,053,422 | 25,300 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $3,558,270 | 25,500 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,176,645 | 25,500 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||