Lamond Capital 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
2014 Q2	–	Sell	-1,633,200	Closed	-$18.7M	–	20
2014 Q1	$18.7M	Buy	+1,633,200	New	+$18.7M	9.24%	3
2013 Q4	–	Sell	-2,494,392	Closed	-$19M	–	16
2013 Q3	$19M	Buy	2,494,392 +111,540	+5%	+$852K	11.22%	2
2013 Q2	$16.7M	Buy	+2,382,852	New	+$16.7M	9.7%	2