Quarterly Activity Chart
Adds vs. Reduces by Quarter
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PANW —
PALO ALTO NETWORKS INC
CUSIP: 697435105 · Held by 5 superinvestors · Combined value: $1,717,140,966
Latest News
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.2% | $1,503,245,701 | 8,160,943 | REDUCE | -183,036 |
| 2 | Jim Simons | 0.3% | $167,345,700 | 908,500 | ADD | +840,000 |
| 3 | Mairs & Power | 0.4% | $40,643,177 | 220,647 | ADD | +109,405 |
| 4 | FPA Queens Road | 0.2% | $5,420,100 | 29,425 | ADD | +3,737 |
| 5 | Bill Nygren | 0.0% | $486,288 | 2,640 | NEW BUY | +2,640 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bill Nygren | NEW BUY | +2,640 | New |
| FPA Queens Road | ADD | +3,737 | +14.5% |
| Jim Simons | ADD | +840,000 | +1226.3% |
| Mairs & Power | ADD | +109,405 | +98.3% |
| Ken Griffin | REDUCE | -183,036 | -2.2% |
| Ray Dalio | SOLD | -89,094 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| FPA Queens Road | ADD | +5,559 | +27.6% |
| Ken Griffin | ADD | +1,464,937 | +21.3% |
| Mairs & Power | ADD | +70,311 | +171.8% |
| Jim Simons | REDUCE | -15,300 | -18.3% |
| Ray Dalio | REDUCE | -1,444,198 | -94.2% |
Who Owns PANW? Superinvestor Holdings
PALO ALTO NETWORKS INC is held by 5 tracked superinvestors, with a combined position value of $1.7 billion . The largest positions are held by Ken Griffin (0.2% of portfolio), Jim Simons (0.3% of portfolio), Mairs & Power (0.4% of portfolio).
In the most recent quarter, 4 superinvestors added or initiated positions while 1 reduced or exited.