Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$266,079,490
+$113,554,571 QoQ
Shares Held
780,246
-18.0% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#111
of 2,893 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026B. Metzler seel. Sohn & Co. AG holds $858,442,495 across 28 Software - Infrastructure names. PANW ranks #2 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,300,398 | $485,074,461 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
780,246 | $266,079,490 | |
| 3 | ORCL |
Oracle Corp
|
162,568 | $23,824,340 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
181,673 | $21,195,787 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
63,208 | $12,059,137 | |
| 6 | NTAP |
NetApp, Inc.
|
40,897 | $6,329,219 | |
| 7 | SNPS |
Synopsys Inc
|
13,863 | $6,183,868 | |
| 8 | NET |
Cloudflare, Inc.
|
20,756 | $5,091,030 |
All Filings in PANW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,079,490 | 780,246 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $152,524,919 | 951,378 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $175,336,294 | 951,880 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $192,680,921 | 946,277 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $190,177,475 | 929,327 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $177,549,041 | 1,040,489 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $187,801,825 | 1,032,105 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $174,123,514 | 509,431 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $174,045,021 | 513,392 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $140,249,407 | 493,610 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $143,425,208 | 486,385 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $134,778,148 | 574,894 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $153,835,415 | 602,072 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $117,120,345 | 586,364 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $75,731,566 | 542,723 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $102,639,330 | 626,652 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $99,194,965 | 200,824 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $123,479,877 | 198,358 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $53,347,608 | 95,818 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||