de Jeff Yass Palo Alto Networks PANW Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 254 M | Comprar |
745,472
+267,553
| +56% | +USD 61.2 M | 0.02% | 500 |
|
|
2026
Q1 | USD 76.6 M | Vender |
477,919
-362,238
| -43% | -USD 60.9 M | 0.01% | 986 |
|
|
2025
Q4 | USD 155 M | Comprar |
840,157
+30,630
| +4% | +USD 6.18 M | 0.02% | 644 |
|
|
2025
Q3 | USD 165 M | Comprar |
809,527
+733,653
| +967% | +USD 140 M | 0.02% | 612 |
|
|
2025
Q2 | USD 15.5 M | Vender |
75,874
-19,724
| -21% | -USD 3.66 M | ﹤0.01% | 2296 |
|
|
2025
Q1 | USD 16.3 M | Vender |
95,598
-436,294
| -82% | -USD 80.7 M | ﹤0.01% | 1946 |
|
|
2024
Q4 | USD 96.8 M | Comprar |
531,892
+342,292
| +181% | +USD 64.7 M | 0.01% | 735 |
|
|
2024
Q3 | USD 32.4 M | Vender |
189,600
-195,408
| -51% | -USD 32.9 M | 0.01% | 1409 |
|
|
2024
Q2 | USD 65.3 M | Vender |
385,008
-432,986
| -53% | -USD 64.8 M | 0.01% | 816 |
|
|
2024
Q1 | USD 116 M | Vender |
817,994
-126,664
| -13% | -USD 20 M | 0.02% | 593 |
|
|
2023
Q4 | USD 139 M | Comprar |
944,658
+681,042
| +258% | +USD 91.1 M | 0.03% | 543 |
|
|
2023
Q3 | USD 30.9 M | Vender |
263,616
-184,770
| -41% | -USD 21.9 M | 0.01% | 1354 |
|
|
2023
Q2 | USD 57.3 M | Vender |
448,386
-1,004,048
| -69% | -USD 104 M | 0.01% | 904 |
|
|
2023
Q1 | USD 145 M | Comprar |
1,452,434
+6,056
| +0.4% | +USD 513 k | 0.03% | 460 |
|
|
2022
Q4 | USD 101 M | Comprar |
1,446,378
+1,192,760
| +470% | +USD 95.8 M | 0.03% | 546 |
|
|
2022
Q3 | USD 20.8 M | Vender |
253,618
-46,196
| -15% | -USD 4 M | 0.01% | 1394 |
|
|
2022
Q2 | USD 24.7 M | Comprar |
299,814
+62,478
| +26% | +USD 5.54 M | 0.01% | 1285 |
|
|
2022
Q1 | USD 24.6 M | Vender |
237,336
-298,074
| -56% | -USD 26.7 M | ﹤0.01% | 1515 |
|
|
2021
Q4 | USD 49.7 M | Vender |
535,410
-84,750
| -14% | -USD 7.33 M | 0.01% | 1098 |
|
|
2021
Q3 | USD 49.5 M | Comprar |
620,160
+421,188
| +212% | +USD 29.6 M | 0.01% | 1173 |
|
|
2021
Q2 | USD 12.3 M | Comprar |
198,972
+125,028
| +169% | +USD 7.41 M | ﹤0.01% | 2626 |
|
|
2021
Q1 | USD 3.97 M | Vender |
73,944
-200,520
| -73% | -USD 11.9 M | ﹤0.01% | 4369 |
|
|
2020
Q4 | USD 16.3 M | Vender |
274,464
-695,328
| -72% | -USD 32.5 M | ﹤0.01% | 1963 |
|
|
2020
Q3 | USD 39.6 M | Vender |
969,792
-250,182
| -21% | -USD 10.4 M | 0.01% | 998 |
|
|
2020
Q2 | USD 46.7 M | Comprar |
1,219,974
+119,880
| +11% | +USD 4.22 M | 0.01% | 868 |
|
|
2020
Q1 | USD 30.1 M | Comprar |
1,100,094
+355,944
| +48% | +USD 12.4 M | 0.01% | 935 |
|
|
2019
Q4 | USD 28.7 M | Comprar |
744,150
+136,560
| +22% | +USD 5.16 M | 0.01% | 1143 |
|
|
2019
Q3 | USD 20.6 M | Vender |
607,590
-1,372,482
| -69% | -USD 48.6 M | 0.01% | 1303 |
|
|
2019
Q2 | USD 67.2 M | Comprar |
1,980,072
+1,825,434
| +1,180% | +USD 68.3 M | 0.02% | 554 |
|
|
2019
Q1 | USD 6.26 M | Vender |
154,638
-522,846
| -77% | -USD 19.4 M | ﹤0.01% | 2205 |
|
|
2018
Q4 | USD 21.3 M | Comprar |
677,484
+570,858
| +535% | +USD 17.8 M | 0.01% | 1031 |
|
|
2018
Q3 | USD 4 M | Comprar |
106,626
+78,690
| +282% | +USD 2.86 M | ﹤0.01% | 2953 |
|
|
2018
Q2 | USD 957 k | Vender |
27,936
-161,046
| -85% | -USD 5.37 M | ﹤0.01% | 5445 |
|
|
2018
Q1 | USD 5.72 M | Comprar |
188,982
+115,056
| +156% | +USD 3.2 M | ﹤0.01% | 2384 |
|
|
2017
Q4 | USD 1.79 M | Vender |
73,926
-750,846
| -91% | -USD 18.3 M | ﹤0.01% | 4112 |
|
|
2017
Q3 | USD 19.8 M | Vender |
824,772
-58,110
| -7% | -USD 1.32 M | 0.01% | 1233 |
|
|
2017
Q2 | USD 19.7 M | Vender |
882,882
-5,561,976
| -86% | -USD 112 M | 0.01% | 1183 |
|
|
2017
Q1 | USD 121 M | Comprar |
6,444,858
+2,955,114
| +85% | +USD 66.1 M | 0.06% | 274 |
|
|
2016
Q4 | USD 72.7 M | Comprar |
3,489,744
+2,653,446
| +317% | +USD 63.6 M | 0.04% | 417 |
|
|
2016
Q3 | USD 22.2 M | Vender |
836,298
-445,734
| -35% | -USD 10.2 M | 0.01% | 938 |
|
|
2016
Q2 | USD 26.2 M | Comprar |
1,282,032
+750,084
| +141% | +USD 17.4 M | 0.01% | 826 |
|
|
2016
Q1 | USD 14.5 M | Vender |
531,948
-172,992
| -25% | -USD 4.25 M | 0.01% | 1227 |
|
|
2015
Q4 | USD 20.7 M | Vender |
704,940
-796,398
| -53% | -USD 23 M | 0.01% | 1116 |
|
|
2015
Q3 | USD 43 M | Comprar |
1,501,338
+1,056,492
| +237% | +USD 31.2 M | 0.02% | 703 |
|
|
2015
Q2 | USD 13 M | Vender |
444,846
-1,024,242
| -70% | -USD 27.3 M | 0.01% | 1713 |
|
|
2015
Q1 | USD 35.8 M | Vender |
1,469,088
-223,572
| -13% | -USD 5.01 M | 0.02% | 822 |
|
|
2014
Q4 | USD 34.6 M | Vender |
1,692,660
-902,382
| -35% | -USD 16.6 M | 0.01% | 944 |
|
|
2014
Q3 | USD 42.4 M | Comprar |
2,595,042
+1,030,218
| +66% | +USD 14.8 M | 0.02% | 839 |
|
|
2014
Q2 | USD 21.9 M | Comprar |
1,564,824
+304,026
| +24% | +USD 3.55 M | 0.01% | 1327 |
|
|
2014
Q1 | USD 14.4 M | Vender |
1,260,798
-82,164
| -6% | -USD 932 k | 0.01% | 1599 |
|
|
2013
Q4 | USD 12.9 M | Comprar |
1,342,962
+715,572
| +114% | +USD 5.67 M | 0.01% | 1772 |
|
|
2013
Q3 | USD 4.79 M | Comprar |
627,390
+69,372
| +12% | +USD 547 k | ﹤0.01% | 2801 |
|
|
2013
Q2 | USD 3.92 M | Comprar |
+558,018
| Nuevas | +USD 4.65 M | ﹤0.01% | 2941 |
|
Otros fondos que tienen PANW en su cartera
Posición de Jeff Yass en PANW: resumen de T2 2026
Jeff Yass aumentó su participación en Palo Alto Networks (PANW) en 56% durante T2 2026, al comprar aproximadamente USD 61.2 M y elevar la posición a 745,472 acciones con un valor de USD 254 M. La posición representa 0.02% de la cartera y ocupa el puesto #500.
Jeff Yass reportó por primera vez una posición en PANW en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 2,937 fondos que sigue Wall St. Rank mantienen una posición en PANW.
- Al cierre de T2 2026, Jeff Yass tenía 745,472 acciones de Palo Alto Networks con un valor de USD 254 M.
- Jeff Yass compró 267,553 acciones de Palo Alto Networks en T2 2026, por un monto estimado de USD 61.2 M.
- Palo Alto Networks representó 0.02% de la cartera de Jeff Yass en T2 2026 y fue su posición número 500.
- Jeff Yass reportó por primera vez una posición en Palo Alto Networks en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 2,937 fondos que sigue Wall St. Rank tenían Palo Alto Networks en cartera.
Según el Informe 13F de Susquehanna International Group correspondiente a T2 2026, presentado el 14 ago 2026.