Covea Finance

Position in PANW — Palo Alto Networks Inc

CIK 1636948 PARIS, I0

Position in PANW

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

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

#15

of 316 holders

Holding Since

Sep 2022

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Jun 30, 2026

Covea Finance holds $172,803,076 across 6 Software - Infrastructure names. PANW ranks #2 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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.	7,400	$1,411,809

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,470,960	148,000	-25.2%	Shares	Sole	2026-07-13
2026-03-31	$31,727,328	197,900	+15.1%	Shares	Sole	2026-04-15
2025-12-31	$31,663,980	171,900	+3.6%	Shares	Sole	2026-01-07
2025-09-30	$33,800,920	166,000	+6.2%	Shares	Sole	2025-10-16
2025-06-30	$31,992,394	156,335	+1403.2%	Shares	Sole	2025-07-15
2023-12-31	$1,533,376	10,400	0.0%	Shares	Sole	2024-01-08
2023-09-30	$1,219,088	10,400	-27.8%	Shares	Sole	2023-10-10
2023-06-30	$1,839,672	14,400	-43.1%	Shares	Sole	2023-07-07
2023-03-31	$2,526,711	25,300	-0.8%	Shares	Sole	2023-04-17
2022-12-31	$1,779,135	25,500	0.0%	Shares	Sole	2023-02-02
2022-09-30	$2,088,322	25,500	—	Shares	Sole	2022-10-27
No filing history on record for this holder in this stock.