Position in PANW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$12,153,952
+$6,822,030 QoQ
Shares Held
35,640
+7.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#643
of 2,893 holders
Holding Since
Mar 2025
6 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, 2026AG2R LA MONDIALE GESTION D'ACTIFS holds $184,557,525 across 14 Software - Infrastructure names. PANW ranks #2 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
329,012 | $122,728,056 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
35,640 | $12,153,952 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
95,614 | $11,155,285 | |
| 4 | ORCL |
Oracle Corp
|
75,726 | $11,097,645 | |
| 5 | CRWV |
CoreWeave, Inc.
|
66,403 | $6,609,754 | |
| 6 | FTNT |
Fortinet, Inc.
|
27,935 | $4,291,374 | |
| 7 | SNPS |
Synopsys Inc
|
8,086 | $3,606,922 | |
| 8 | NET |
Cloudflare, Inc.
|
13,824 | $3,390,750 |
All Filings in PANW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,153,952 | 35,640 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,331,922 | 33,258 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,992,925 | 27,106 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,046,110 | 24,782 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,071,388 | 24,782 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,159,179 | 24,374 | Shares | Sole | 2025-06-26 | |
| No filing history on record for this holder in this stock. | ||||||