Position in PANW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,921,812
+$5,915,930 QoQ
Shares Held
17,365
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#912
of 2,893 holders
Holding Since
Sep 2020
24 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, 2026SYCOMORE ASSET MANAGEMENT holds $109,844,977 across 7 Software - Infrastructure names. PANW ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
189,860 | $70,821,577 | |
| 2 | MDB |
MongoDB, Inc.
|
41,780 | $14,033,902 | |
| 3 | SNPS |
Synopsys Inc
|
21,054 | $9,391,557 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
17,365 | $5,921,812 | |
| 5 | GTLB |
Gitlab Inc.
|
133,668 | $4,080,884 | |
| 6 | S |
SentinelOne, Inc.
|
207,688 | $3,524,465 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
43,416 | $2,070,780 |
All Filings in PANW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,921,812 | 17,365 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,882 | 17,365 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,882 | 17,365 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,882 | 17,365 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $5,882 | 17,365 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $5,882 | 17,365 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,882 | 17,365 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,487,278 | 7,277 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,254,655 | 15,500 | Shares | Sole | 2024-08-28 | |
| 2024-03-31 | $7,413,804 | 26,093 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $7,774,806 | 26,366 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $8,995,931 | 38,372 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $15,026,032 | 58,808 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $13,979,203 | 69,987 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $8,619,385 | 61,770 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $10,117,308 | 61,770 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $11,668,833 | 23,624 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $20,326,825 | 32,653 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $17,384,267 | 31,224 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $14,240,664 | 29,730 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $12,738,153 | 34,330 | Shares | Sole | 2021-11-04 | |
| 2021-03-31 | $5,209,323 | 16,175 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,108,734 | 14,375 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,785,207 | 7,294 | Shares | Sole | 2020-10-08 | |
| No filing history on record for this holder in this stock. | ||||||