Discovery Capital Management’s Palo Alto Networks PANW Stock Holding History

Discovery Capital 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
2022 Q3	–	Sell	-49,800	Closed	-$4.1M	–	64
2022 Q2	$4.1M	Sell	49,800 -14,082	-22%	-$1.25M	0.53%	39
2022 Q1	$6.63M	Buy	+63,882	New	+$5.72M	0.57%	38
2021 Q4	–	Sell	-95,472	Closed	-$7.62M	–	91
2021 Q3	$7.62M	Buy	+95,472	New	+$6.71M	0.57%	33

Other funds holding PANW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Discovery Capital Management's PANW Position: Q3 2022 in Review

Discovery Capital Management sold out of Palo Alto Networks (PANW) in Q3 2022, closing a stake of 49,800 shares — an estimated $4.1M sold.

Discovery Capital Management first reported a position in PANW in Q3 2021 and held it in 3 quarters. The position peaked at $7.62M in Q3 2021. 1,354 funds tracked by Wall St. Rank hold PANW as of Q3 2022.

Discovery Capital Management reported no remaining Palo Alto Networks position as of Q3 2022 after selling out during the quarter.
Discovery Capital Management sold 49,800 Palo Alto Networks shares in Q3 2022, an estimated $4.1M.
Discovery Capital Management first reported a position in Palo Alto Networks in Q3 2021 and held it in 3 quarters.
Discovery Capital Management's Palo Alto Networks position peaked at $7.62M in Q3 2021.
1,354 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2022.

Based on Discovery Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.