KCM
Kingdon Capital Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-38,000
| Closed | -$8.91M | – | 80 |
|
|
2023
Q3 | $8.91M | Sell |
38,000
-22,000
| -37% | -$5.16M | 1.03% | 28 |
|
|
2023
Q2 | $15.3M | Buy |
60,000
+5,500
| +10% | +$1.41M | 1.45% | 14 |
|
|
2023
Q1 | $10.9M | Sell |
54,500
-55,500
| -50% | -$11.1M | 2.05% | 16 |
|
|
2022
Q4 | $15.3M | Buy |
110,000
+22,500
| +26% | +$3.14M | 3.06% | 9 |
|
|
2022
Q3 | $14.3M | Buy |
87,500
+67,500
| +338% | +$11.1M | 1.83% | 6 |
|
|
2022
Q2 | $9.88M | Buy |
20,000
+750
| +4% | +$370K | 1.68% | 13 |
|
|
2022
Q1 | $12M | Sell |
19,250
-19,650
| -51% | -$12.2M | 1.25% | 17 |
|
|
2021
Q4 | $21.7M | Buy |
+38,900
| New | +$21.7M | 2.49% | 8 |
|
|
2018
Q2 | – | Sell |
-64,663
| Closed | -$11.7M | – | 118 |
|
|
2018
Q1 | $11.7M | Sell |
64,663
-747
| -1% | -$136K | 0.93% | 36 |
|
|
2017
Q4 | $9.48M | Buy |
+65,410
| New | +$9.48M | 0.61% | 44 |
|
|
2015
Q3 | – | Sell |
-108,000
| Closed | -$18.9M | – | 125 |
|
|
2015
Q2 | $18.9M | Sell |
108,000
-28,261
| -21% | -$4.94M | 0.74% | 32 |
|
|
2015
Q1 | $19.9M | Sell |
136,261
-176,039
| -56% | -$25.7M | 0.84% | 27 |
|
|
2014
Q4 | $38.3M | Sell |
312,300
-22,700
| -7% | -$2.78M | 1.66% | 11 |
|
|
2014
Q3 | $32.9M | Buy |
335,000
+100,000
| +43% | +$9.81M | 1.48% | 6 |
|
|
2014
Q2 | $19.7M | Buy |
235,000
+146,700
| +166% | +$12.3M | 0.76% | 24 |
|
|
2014
Q1 | $6.06M | Buy |
+88,300
| New | +$6.06M | 0.31% | 75 |
|