Jericho Capital Asset Management’s Palo Alto Networks PANW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-755,490	Closed	-$61.9M	–	27
2022 Q3	$61.9M	Sell	755,490 -57,972	-7%	-$5.02M	3.92%	10
2022 Q2	$67M	Sell	813,462 -491,028	-38%	-$43.5M	4.2%	10
2022 Q1	$135M	Sell	1,304,490 -1,173,912	-47%	-$105M	7.28%	6
2021 Q4	$230M	Sell	2,478,402 -2,640,000	-52%	-$228M	8.43%	2
2021 Q3	$409M	Buy	+5,118,402	New	+$360M	11.17%	1
2019 Q1	–	Sell	-1,914,000	Closed	-$60.1M	–	31
2018 Q4	$60.1M	Buy	+1,914,000	New	+$59.7M	6.11%	6
2018 Q2	–	Sell	-2,983,608	Closed	-$90.3M	–	27
2018 Q1	$90.3M	Buy	2,983,608 +659,766	+28%	+$18.3M	4.94%	7
2017 Q4	$56.1M	Buy	+2,323,842	New	+$56.5M	2.93%	15
2016 Q4	–	Sell	-834,000	Closed	-$22.1M	–	44
2016 Q3	$22.1M	Buy	+834,000	New	+$19M	1.12%	30
2016 Q1	–	Sell	-2,107,452	Closed	-$61.9M	–	42
2015 Q4	$61.9M	Buy	+2,107,452	New	+$60.8M	2.96%	19
2015 Q2	–	Sell	-1,380,000	Closed	-$33.6M	–	41
2015 Q1	$33.6M	Buy	+1,380,000	New	+$30.9M	2.29%	20