Bain Capital Public Equity Management’s Palo Alto Networks PANW Stock Holding History

Bain Capital Public Equity 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
2014 Q2	–	Sell	-4,123,200	Closed	-$47.1M	–	62
2014 Q1	$47.1M	Sell	4,123,200 -5,001,000	-55%	-$56.7M	1.26%	31
2013 Q4	$87.4M	Buy	+9,124,200	New	+$72.3M	2.47%	16

Other funds holding PANW

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SXM

SC XI Management Menlo Park, California $4.62M AUM 25.87% 1-Year Est. Return

CCM

Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIM

SCGF III Management Menlo Park, California $673M AUM

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bain Capital Public Equity Management's PANW Position: Q2 2014 in Review

Bain Capital Public Equity Management sold out of Palo Alto Networks (PANW) in Q2 2014, closing a stake of 4,123,200 shares — an estimated $47.1M sold.

Bain Capital Public Equity Management first reported a position in PANW in Q4 2013 and held it in 2 quarters. The position peaked at $87.4M in Q4 2013. 265 funds tracked by Wall St. Rank hold PANW as of Q2 2014.

Bain Capital Public Equity Management reported no remaining Palo Alto Networks position as of Q2 2014 after selling out during the quarter.
Bain Capital Public Equity Management sold 4,123,200 Palo Alto Networks shares in Q2 2014, an estimated $47.1M.
Bain Capital Public Equity Management first reported a position in Palo Alto Networks in Q4 2013 and held it in 2 quarters.
Bain Capital Public Equity Management's Palo Alto Networks position peaked at $87.4M in Q4 2013.
265 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2014.

Based on Bain Capital Public Equity Management's 13F filing for Q2 2014, filed 13 Aug 2014.