Generali Investments Towarzystwo Funduszy Inwestycyjnych
Position in PANW — Palo Alto Networks Inc
CIK 2043130
WARSAW, R9
Position in PANW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,285,810
+$1,838,930 QoQ
Shares Held
15,500
-27.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#967
of 2,893 holders
Holding Since
Mar 2022
18 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, 2026Generali Investments Towarzystwo Funduszy Inwestycyjnych holds $29,850,839 across 8 Software - Infrastructure names. PANW ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
34,700 | $12,943,794 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
15,500 | $5,285,810 | |
| 3 | TOST |
Toast, Inc.
|
130,000 | $3,616,600 | |
| 4 | MDB |
MongoDB, Inc.
|
7,400 | $2,485,660 | |
| 5 | NET |
Cloudflare, Inc.
|
8,500 | $2,084,880 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
33,200 | $1,583,515 | |
| 7 | FIVN |
Five9, Inc.
|
74,000 | $1,577,680 | |
| 8 | OKTA |
Okta, Inc.
|
2,000 | $272,900 |
All Filings in PANW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,285,810 | 15,500 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,446,880 | 21,500 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,647,160 | 19,800 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,583,712 | 17,600 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,724,448 | 18,200 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,935,008 | 17,200 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,474,656 | 13,600 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,460,960 | 7,200 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $3,017,189 | 8,900 | Shares | Sole | 2025-02-05 | |
| 2024-03-31 | $2,415,105 | 8,500 | Shares | Sole | 2025-02-05 | |
| 2023-12-31 | $2,182,112 | 7,400 | Shares | Sole | 2025-02-05 | |
| 2023-09-30 | $1,734,856 | 7,400 | Shares | Sole | 2025-02-05 | |
| 2023-06-30 | $2,197,386 | 8,600 | Shares | Sole | 2025-02-05 | |
| 2023-03-31 | $1,717,764 | 8,600 | Shares | Sole | 2025-02-05 | |
| 2022-12-31 | $1,046,550 | 7,500 | Shares | Sole | 2025-02-05 | |
| 2022-09-30 | $1,162,909 | 7,100 | Shares | Sole | 2025-02-05 | |
| 2022-06-30 | $1,383,031 | 2,800 | Shares | Sole | 2025-02-05 | |
| 2022-03-31 | $1,743,028 | 2,800 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||