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PANWPANW
2 quarters

Position history for Atreides Management, LPAtreides Management, LP's holdings in PALO ALTO NETWORKS INC

Atreides Management, LP holds 876,954 shares of PANW (PALO ALTO NETWORKS INC), worth $299.1M as of 2026-Q2. The position was increased (+56.1% shares). PANW represents 2.1% of Atreides Management, LP's portfolio.

Current Value

$299.1M

Current Shares

876,954

Total Value Change

+$209M

Total Shares Change

+315,157

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
876,954
+56.1%
$299.1M2.1%$341.02
76
2026-Q1
New
561,797
-
$90.1M1.8%$156.09
68

Other major holders of PANW: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC

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