Position in ZETA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,308,799
-$8,695,491 QoQ
Shares Held
961,608
-18.5% QoQ
Ownership
0.193%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 53.12372609212902.ToString("F0")%
Shared 0.ToString("F0")%
None 46.87627390787098.ToString("F0")%
Common Shares in ZETA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026LAZARD ASSET MANAGEMENT LLC holds $2,880,237,197 across 59 Software - Infrastructure names. ZETA ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,298,695 | $1,961,417,926 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,073,481 | $332,420,473 | |
| 3 | SNPS |
Synopsys Inc
|
390,010 | $154,631,164 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
809,115 | $115,582,077 | |
| 5 | CPAY |
Corpay, Inc.
|
158,670 | $46,171,383 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
312,758 | $45,750,240 | |
| 7 | NTAP |
NetApp, Inc.
|
315,879 | $32,342,850 | |
| 8 | ORCL |
Oracle Corp
|
211,026 | $31,044,034 |
All Filings in ZETA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,308,799 | 961,608 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,004,290 | 1,179,572 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,345,400 | 420,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,902,261 | 381,037 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,663,812 | 565,178 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,422,808 | 468,194 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,948,846 | 199,425 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,533,541 | 540,144 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,113,483 | 376,348 | Shares | Sole | 2024-07-09 | |
| 2023-09-30 | $50,049 | 5,994 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||