Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,668,810
+$5,658,330 QoQ
Shares Held
31,285
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#676
of 2,893 holders
Holding Since
Sep 2021
19 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, 2026Siemens Fonds Invest GmbH holds $136,693,399 across 21 Software - Infrastructure names. PANW ranks #2 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
223,071 | $83,209,944 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
31,285 | $10,668,810 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
87,078 | $10,159,390 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
44,932 | $8,572,351 | |
| 5 | ORCL |
Oracle Corp
|
48,323 | $7,081,735 | |
| 6 | FTNT |
Fortinet, Inc.
|
39,874 | $6,125,443 | |
| 7 | SNPS |
Synopsys Inc
|
7,530 | $3,358,907 | |
| 8 | NET |
Cloudflare, Inc.
|
6,148 | $1,507,981 |
All Filings in PANW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,668,810 | 31,285 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,010,480 | 31,253 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,208,070 | 28,274 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,302,672 | 26,042 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,462,250 | 26,692 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,414,968 | 25,873 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $435,671 | 22,037 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,565,422 | 13,357 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,626,808 | 13,648 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,820,696 | 13,447 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,216,132 | 17,689 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,968,948 | 12,664 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $640,052 | 2,505 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $245,080 | 1,227 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $200,970 | 1,227 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $229,682 | 465 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $289,467 | 465 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $258,893 | 465 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $222,734 | 465 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||