Hunt Lane Capital’s Palo Alto Networks PANW Stock Holding History

Hunt Lane Capital’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
2019 Q2	–	Sell	-930,000	Closed	-$37.6M	–	28
2019 Q1	$37.6M	Sell	930,000 -450,000	-33%	-$16.7M	5.12%	7
2018 Q4	$43.3M	Buy	+1,380,000	New	+$43M	6.42%	8
2018 Q2	–	Sell	-2,100,000	Closed	-$63.5M	–	15
2018 Q1	$63.5M	Sell	2,100,000 -103,212	-5%	-$2.87M	6.31%	6
2017 Q4	$53.2M	Buy	+2,203,212	New	+$53.6M	6.6%	6
2017 Q2	–	Sell	-2,280,000	Closed	-$42.8M	–	17
2017 Q1	$42.8M	Buy	+2,280,000	New	+$51M	10.89%	3
2016 Q3	–	Sell	-786,000	Closed	-$16.1M	–	11
2016 Q2	$16.1M	Buy	786,000 +156,000	+25%	+$3.61M	5.22%	10
2016 Q1	$17.1M	Buy	+630,000	New	+$15.5M	6.53%	8

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

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Hunt Lane Capital's PANW Position: Q2 2019 in Review

Hunt Lane Capital sold out of Palo Alto Networks (PANW) in Q2 2019, closing a stake of 930,000 shares — an estimated $37.6M sold.

Hunt Lane Capital first reported a position in PANW in Q1 2016 and held it in 7 quarters. The position peaked at $63.5M in Q1 2018. 766 funds tracked by Wall St. Rank hold PANW as of Q2 2019.

Hunt Lane Capital reported no remaining Palo Alto Networks position as of Q2 2019 after selling out during the quarter.
Hunt Lane Capital sold 930,000 Palo Alto Networks shares in Q2 2019, an estimated $37.6M.
Hunt Lane Capital first reported a position in Palo Alto Networks in Q1 2016 and held it in 7 quarters.
Hunt Lane Capital's Palo Alto Networks position peaked at $63.5M in Q1 2018.
766 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2019.

Based on Hunt Lane Capital's 13F filing for Q2 2019, filed 14 Aug 2019.