Hound Partners’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
-1,525,116
Closed -$62.2M 135
2020
Q3
$62.2M Sell
1,525,116
-120,762
-7% -$4.93M 4.21% 11
2020
Q2
$63M Sell
1,645,878
-931,566
-36% -$35.7M 5.73% 7
2020
Q1
$70.4M Buy
2,577,444
+346,626
+16% +$9.47M 6.57% 6
2019
Q4
$86M Sell
2,230,818
-931,440
-29% -$35.9M 5.96% 7
2019
Q3
$107M Sell
3,162,258
-608,874
-16% -$20.7M 6.84% 8
2019
Q2
$128M Buy
+3,771,132
New +$128M 6.25% 9