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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-5,327,352
Closed -$217M 148
2020
Q3
$217M Buy
5,327,352
+214,722
+4% +$8.76M 1.5% 24
2020
Q2
$196M Sell
5,112,630
-807,696
-14% -$30.9M 1.57% 24
2020
Q1
$162M Sell
5,920,326
-730,170
-11% -$20M 1.39% 26
2019
Q4
$256M Buy
6,650,496
+2,990,496
+82% +$115M 1.73% 17
2019
Q3
$124M Buy
+3,660,000
New +$124M 0.94% 27