Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,013,249,873
+$534,346,302 QoQ
Shares Held
2,971,233
-0.5% QoQ
Ownership
0.365%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#31
of 2,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Jun 30, 2026CallValue
$15,550,512
CallShares
45,600
PutValue
$144,251,460
PutShares
423,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $10,360,689,028 across 69 Software - Infrastructure names. PANW ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
14,621,788 | $5,454,219,356 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
5,789,996 | $1,104,644,382 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
9,454,670 | $1,103,076,346 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
2,971,233 | $1,013,249,873 | |
| 5 | ORCL |
Oracle Corp
|
4,058,532 | $594,777,861 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,502,272 | $230,779,022 | |
| 7 | EEFT |
Euronet Worldwide, Inc.
|
2,215,823 | $162,176,083 | |
| 8 | AKAM |
Akamai Technologies Inc
|
1,083,695 | $128,103,582 |
All Filings in PANW
Export CSV
48 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,013,249,873 | 2,971,233 | Shares | Defined | 2026-08-12 | |
| 2026-06-30 | $144,251,460 | 423,000 | Put | Defined | 2026-08-12 | |
| 2026-06-30 | $15,550,512 | 45,600 | Call | Defined | 2026-08-12 | |
| 2026-03-31 | $7,310,592 | 45,600 | Call | Defined | 2026-05-13 | |
| 2026-03-31 | $478,903,571 | 2,987,173 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $64,047,840 | 399,500 | Put | Defined | 2026-05-13 | |
| 2025-12-31 | $442,080 | 2,400 | Put | Defined | 2026-02-12 | |
| 2025-12-31 | $560,763,372 | 3,044,318 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $331,560 | 1,800 | Call | Defined | 2026-02-12 | |
| 2025-09-30 | $770,809,614 | 3,785,530 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $183,034,018 | 898,900 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $537,379,929 | 2,625,977 | Shares | Defined | 2025-08-05 | |
| 2025-06-30 | $26,766,912 | 130,800 | Put | Defined | 2025-08-05 | |
| 2025-03-31 | $4,027,104 | 23,600 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $473,262,530 | 2,773,456 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,607,488 | 52,800 | Put | Defined | 2025-02-13 | |
| 2024-12-31 | $529,215,916 | 2,908,419 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,956,100 | 14,500 | Put | Defined | 2024-11-13 | |
| 2024-09-30 | $475,544,627 | 1,391,295 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,915,645 | 14,500 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $558,328,788 | 1,646,939 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $457,342,181 | 1,609,623 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $4,688,145 | 16,500 | Put | Defined | 2024-05-13 | |
| 2023-12-31 | $547,973,141 | 1,858,292 | Shares | Defined | 2024-02-08 | |
| 2023-12-31 | $36,565,120 | 124,000 | Put | Defined | 2024-02-08 | |
| 2023-12-31 | $2,506,480 | 8,500 | Call | Defined | 2024-02-08 | |
| 2023-09-30 | $95,206,084 | 406,100 | Put | Defined | 2023-11-01 | |
| 2023-09-30 | $1,992,740 | 8,500 | Call | Defined | 2023-11-01 | |
| 2023-09-30 | $522,222,364 | 2,227,531 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $2,171,835 | 8,500 | Call | Defined | 2023-08-02 | |
| 2023-06-30 | $6,489,954 | 25,400 | Put | Defined | 2023-08-02 | |
| 2023-06-30 | $326,516,481 | 1,277,901 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $2,077,296 | 10,400 | Put | Defined | 2024-06-13 | |
| 2023-03-31 | $211,750,164 | 1,060,129 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $137,963,614 | 988,703 | Shares | Defined | 2023-02-01 | |
| 2022-12-31 | $1,395,400 | 10,000 | Call | Defined | 2023-02-01 | |
| 2022-09-30 | $127,309,543 | 777,273 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $1,637,900 | 10,000 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $106,944,879 | 216,514 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $109,027,057 | 175,141 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $104,646,342 | 187,956 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $110,144,560 | 229,947 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $77,416,651 | 208,642 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $121,935,851 | 378,612 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $63,013,521 | 177,308 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $63,707,003 | 260,294 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $59,989,977 | 261,201 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $57,199,150 | 348,860 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||