Alphadyne Asset Management’s Palo Alto Networks PANW Stock Holding History

Alphadyne Asset Management’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-18,300	Closed	-$3.37M	–	1116
2025 Q4	$3.37M	Sell	18,300 -3,000	-14%	-$605K	0.08%	223
2025 Q3	$4.34M	Buy	+21,300	New	+$4.08M	0.35%	62
2023 Q4	–	Sell	-8,000	Closed	-$938K	–	140
2023 Q3	$938K	Buy	+8,000	New	+$947K	0.07%	146

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Alphadyne Asset Management's PANW Position: Q2 2026 in Review

Alphadyne Asset Management increased its Palo Alto Networks (PANW) stake by 1,777% in Q2 2026, buying an estimated $7.89M and bringing the position to 36,406 shares worth $12.4M. The position accounts for 0.12% of the portfolio, ranked #151.

Alphadyne Asset Management first reported a position in PANW in Q3 2023 and has held it in 4 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Alphadyne Asset Management held 36,406 shares of Palo Alto Networks worth $12.4M as of Q2 2026.
Alphadyne Asset Management bought 34,466 Palo Alto Networks shares in Q2 2026, an estimated $7.89M.
Palo Alto Networks made up 0.12% of Alphadyne Asset Management's portfolio in Q2 2026, its #151 holding.
Alphadyne Asset Management first reported a position in Palo Alto Networks in Q3 2023 and has held it in 4 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Alphadyne Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.