Lamond Capital Partners’s Palo Alto Networks PANW Stock Holding History

Lamond Capital Partners’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
2014 Q2	–	Sell	-1,633,200	Closed	-$18.7M	–	20
2014 Q1	$18.7M	Buy	+1,633,200	New	+$18.5M	9.24%	3
2013 Q4	–	Sell	-2,494,392	Closed	-$19M	–	16
2013 Q3	$19M	Buy	2,494,392 +111,540	+5%	+$880K	11.22%	2
2013 Q2	$16.7M	Buy	+2,382,852	New	+$19.8M	9.7%	2

Other funds holding PANW

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SXM

SC XI Management Menlo Park, California $4.62M AUM 25.87% 1-Year Est. Return

CCM

Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

SIM

SCGF III Management Menlo Park, California $673M AUM

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Lamond Capital Partners's PANW Position: Q2 2014 in Review

Lamond Capital Partners sold out of Palo Alto Networks (PANW) in Q2 2014, closing a stake of 1,633,200 shares — an estimated $18.7M sold.

Lamond Capital Partners first reported a position in PANW in Q2 2013 and held it in 3 quarters. The position peaked at $19M in Q3 2013. 265 funds tracked by Wall St. Rank hold PANW as of Q2 2014.

Lamond Capital Partners reported no remaining Palo Alto Networks position as of Q2 2014 after selling out during the quarter.
Lamond Capital Partners sold 1,633,200 Palo Alto Networks shares in Q2 2014, an estimated $18.7M.
Lamond Capital Partners first reported a position in Palo Alto Networks in Q2 2013 and held it in 3 quarters.
Lamond Capital Partners's Palo Alto Networks position peaked at $19M in Q3 2013.
265 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2014.

Based on Lamond Capital Partners's 13F filing for Q2 2014, filed 6 Aug 2014.