Alydar Partners’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-480,000
Closed -$9.81M 70
2014
Q4
$9.81M Sell
480,000
-300,000
-38% -$6.13M 1.55% 21
2014
Q3
$12.8M Buy
780,000
+630,000
+420% +$10.3M 1.38% 14
2014
Q2
$2.1M Buy
+150,000
New +$2.1M 0.18% 68
2013
Q4
Sell
-474,000
Closed -$3.62M 101
2013
Q3
$3.62M Buy
+474,000
New +$3.62M 0.3% 55