Atreides Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
Other funds holding PANW
Atreides Management's PANW Position: Q2 2026 in Review
Atreides Management increased its Palo Alto Networks (PANW) stake by 56% in Q2 2026, buying an estimated $72.1M and bringing the position to 876,954 shares worth $299M. The position accounts for 2.09% of the portfolio, ranked #9.
Atreides Management first reported a position in PANW in Q1 2026 and has held it in 2 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.
- Atreides Management held 876,954 shares of Palo Alto Networks worth $299M as of Q2 2026.
- Atreides Management bought 315,157 Palo Alto Networks shares in Q2 2026, an estimated $72.1M.
- Palo Alto Networks made up 2.09% of Atreides Management's portfolio in Q2 2026, its #9 holding.
- Atreides Management first reported a position in Palo Alto Networks in Q1 2026 and has held it in 2 quarters since.
- 2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.
Based on Atreides Management's 13F filing for Q2 2026, filed 14 Aug 2026.