Position in ZS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$49,141,513
+$35,506,869 QoQ
Shares Held
348,151
+258.2% QoQ
Ownership
0.215%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1
of 186 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LBP AM SA holds $816,284,086 across 17 Software - Infrastructure names. ZS ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,423,828 | $531,116,319 | |
| 2 | PANW |
Palo Alto Networks Inc
|
163,833 | $55,870,328 | |
| 3 | ZS |
Zscaler, Inc.
This page
|
348,151 | $49,141,513 | |
| 4 | CRWV |
CoreWeave, Inc.
|
480,730 | $47,851,864 | |
| 5 | ORCL |
Oracle Corp
|
326,165 | $47,799,480 | |
| 6 | NET |
Cloudflare, Inc.
|
107,023 | $26,250,600 | |
| 7 | NTAP |
NetApp, Inc.
|
113,687 | $17,594,199 | |
| 8 | GEN |
Gen Digital Inc.
|
497,836 | $12,391,138 |
All Filings in ZS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,141,513 | 348,151 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $13,634,644 | 97,189 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $72,534,000 | 322,488 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $71,130,593 | 237,371 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $78,138,410 | 248,896 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $64,962,509 | 327,399 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $66,206,500 | 366,978 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $54,690,030 | 319,937 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $968,253 | 5,038 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $841,407 | 4,368 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $751,088 | 3,390 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $544,098 | 3,497 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $511,611 | 3,497 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $482,274 | 4,128 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $494,150 | 4,416 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||