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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.47M Buy
+10,174
New +$2.33M 0.14% 71
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

Discovery Capital Management's PANW Position: Q2 2026 in Review

Discovery Capital Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 10,174 shares worth $3.47M. The stake represents 0.14% of the portfolio and ranks #71 among its holdings. This is a return to the name: Discovery Capital Management previously reported a position in PANW as recently as Q2 2022.

Discovery Capital Management first reported a position in PANW in Q3 2021 and has held it in 4 quarters since. The position peaked at $7.62M in Q3 2021. 2,914 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Discovery Capital Management held 10,174 shares of Palo Alto Networks worth $3.47M as of Q2 2026.
  • Palo Alto Networks was a new Discovery Capital Management position in Q2 2026.
  • Palo Alto Networks made up 0.14% of Discovery Capital Management's portfolio in Q2 2026, its #71 holding.
  • Discovery Capital Management first reported a position in Palo Alto Networks in Q3 2021 and has held it in 4 quarters since.
  • Discovery Capital Management's Palo Alto Networks position peaked at $7.62M in Q3 2021.
  • 2,914 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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