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

Dorsal 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
2017 Q2	–	Sell	-1,200,000	Closed	-$22.5M	–	33
2017 Q1	$22.5M	Buy	+1,200,000	New	+$26.8M	1.2%	27

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dorsal Capital Management's PANW Position: Q3 2018 in Review

Dorsal Capital Management sold out of Palo Alto Networks (PANW) in Q3 2018, closing a stake of 2,100,000 shares — an estimated $71.9M sold.

Dorsal Capital Management first reported a position in PANW in Q2 2013 and held it in 16 quarters. The position peaked at $163M in Q1 2018. 745 funds tracked by Wall St. Rank hold PANW as of Q3 2018.

Dorsal Capital Management reported no remaining Palo Alto Networks position as of Q3 2018 after selling out during the quarter.
Dorsal Capital Management sold 2,100,000 Palo Alto Networks shares in Q3 2018, an estimated $71.9M.
Dorsal Capital Management first reported a position in Palo Alto Networks in Q2 2013 and held it in 16 quarters.
Dorsal Capital Management's Palo Alto Networks position peaked at $163M in Q1 2018.
745 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2018.

Based on Dorsal Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.