Mirabaud & Cie SA PANW — PALO ALTO NETWORKS INC

Ownership history in Mirabaud & Cie SA  ·  6 quarters on record

AI Ownership Summary

Mirabaud & Cie SA reported PALO ALTO NETWORKS INC (PANW) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.03% in 2025 Q2. The latest visible filing shows PANW at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PANW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mirabaud & Cie SA's position in PALO ALTO NETWORKS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PANW was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PANW stock page Mirabaud & Cie SA fund profile Mirabaud & Cie SA full holdings
How Mirabaud & Cie SA held PANW — position size vs. price
% of Fund (quarterly)    PANW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 54.1% -13.0% ✅ 7,140 -8,400 -54.1% 0.42% $1.3M 2026-02-14 (Est.) $166.95
2025 Q3 REDUCED — — — 15,540 -270 -1.7% 1.01% $3.2M 2025-10-16 $205.51
2025 Q2 ADDED — — — 15,810 +8,940 +130.1% 1.03% $3.2M 2025-07-08 $203.99
2025 Q1 ADDED — — — 6,870 +270 +4.1% 0.40% $1.2M 2025-05-09 $186.93
2024 Q4 ADDED — — — 6,600 +4,200 +175.0% 0.39% $1.2M 2025-01-17 $177.11
2024 Q3 INITIATED — — — 2,400 — — 0.24% $820K 2024-11-01 $181.32

🏢 Other funds also holding PANW

As of 2026 Q1 — sorted by position size

WORMSER FRERES GESTION 6.4% Robocap Asset Management Ltd 4.67% TRAN CAPITAL MANAGEMENT, L.P. 3Y 7Y 4.48% ARCADIA INVESTMENT MANAGEMENT CORP/MI 3Y 7Y 3.77% Y.D. More Investments Ltd 3Y 3.54% Spurstone Advisory Services, LLC 3.29% Family Legacy Financial Solutions, LLC 3.26% Washington Trust Advisors, Inc. 3Y 3.16% MOGY JOEL R INVESTMENT COUNSEL INC 3Y 7Y 3.1% Sitrin Capital Management LLC 3Y 7Y 3.04%

FAQ About Mirabaud & Cie SA and PANW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mirabaud & Cie SA reported owning PANW?

Mirabaud & Cie SA reported PANW across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported PANW position in Mirabaud & Cie SA's portfolio?

The largest reported portfolio weight for PANW was 1.03% in 2025 Q2.

What is the latest reported PANW position on this page?

The most recent filing on this page is 2025 Q4, when Mirabaud & Cie SA reported 7,140 shares, equal to 0.42% of portfolio, with an estimated market value of $1.3M.

What does the chart on this PANW ownership page compare?

The chart compares Mirabaud & Cie SA's quarterly PANW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mirabaud & Cie SA time their PANW position?

Based on 13F filing dates vs. subsequent PANW price moves, Mirabaud & Cie SA correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on PANW relative to SPY over the holding period was -19.2%.

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