Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$78,343,547
+$46,209,327 QoQ
Shares Held
229,733
+14.6% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#243
of 2,893 holders
Holding Since
Sep 2021
20 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, 2026Tredje AP-fonden holds $1,201,120,591 across 14 Software - Infrastructure names. PANW ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,255,278 | $841,263,799 | |
| 2 | ORCL |
Oracle Corp
|
544,319 | $79,769,949 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
229,733 | $78,343,547 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
337,432 | $64,376,964 | |
| 5 | NET |
Cloudflare, Inc.
|
108,864 | $26,702,161 | |
| 6 | SNPS |
Synopsys Inc
|
55,327 | $24,679,714 | |
| 7 | FTNT |
Fortinet, Inc.
|
156,766 | $24,082,392 | |
| 8 | CPAY |
Corpay, Inc.
|
40,665 | $13,552,424 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,343,547 | 229,733 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $32,134,220 | 200,438 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $32,346,809 | 175,607 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $54,005,114 | 265,225 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $85,484,471 | 417,731 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $54,674,250 | 320,407 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $34,204,840 | 187,980 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $25,623,037 | 74,965 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $24,183,278 | 71,335 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $20,069,522 | 70,635 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $34,098,448 | 115,635 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $34,815,512 | 148,505 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $45,284,292 | 177,231 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $38,540,232 | 192,952 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,193,230 | 58,716 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,839,994 | 29,550 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $8,141,609 | 16,483 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,082,049 | 12,983 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,112,725 | 9,183 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,831,998 | 8,000 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||