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Hound Partners’s Palo Alto Networks PANW Stock Holding History

Hound Partners’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
2020
Q4 		– Sell
-1,525,116
Closed -$62.2M – 135
2020
Q3 		$62.2M Sell
1,525,116
-120,762
-7% -$5.02M 4.21% 11
2020
Q2 		$63M Sell
1,645,878
-931,566
-36% -$32.8M 5.73% 7
2020
Q1 		$70.4M Buy
2,577,444
+346,626
+16% +$12.1M 6.57% 6
2019
Q4 		$86M Sell
2,230,818
-931,440
-29% -$35.2M 5.96% 7
2019
Q3 		$107M Sell
3,162,258
-608,874
-16% -$21.6M 6.84% 8
2019
Q2 		$128M Buy
+3,771,132
New +$141M 6.25% 9

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hound Partners's PANW Position: Q4 2020 in Review

Hound Partners sold out of Palo Alto Networks (PANW) in Q4 2020, closing a stake of 1,525,116 shares — an estimated $62.2M sold.

Hound Partners first reported a position in PANW in Q2 2019 and held it in 6 quarters. The position peaked at $128M in Q2 2019. 938 funds tracked by Wall St. Rank hold PANW as of Q4 2020.

  • Hound Partners reported no remaining Palo Alto Networks position as of Q4 2020 after selling out during the quarter.
  • Hound Partners sold 1,525,116 Palo Alto Networks shares in Q4 2020, an estimated $62.2M.
  • Hound Partners first reported a position in Palo Alto Networks in Q2 2019 and held it in 6 quarters.
  • Hound Partners's Palo Alto Networks position peaked at $128M in Q2 2019.
  • 938 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2020.

Based on Hound Partners's 13F filing for Q4 2020, filed 16 Feb 2021.