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Lee Ainslie’s Palo Alto Networks PANW Stock Holding History

Lee Ainslie’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
2026
Q2 		$1.25M Buy
+3,655
New +$837K 0.01% 96
2024
Q3 		– Sell
-18,674
Closed -$3.17M – 301
2024
Q2 		$3.17M Sell
18,674
-1,778
-9% -$266K 0.06% 78
2024
Q1 		$2.91M Buy
20,452
+4,130
+25% +$651K 0.05% 75
2023
Q4 		$2.41M Buy
16,322
+6,030
+59% +$806K 0.05% 76
2023
Q3 		$1.21M Buy
+10,292
New +$1.22M 0.03% 109
2022
Q4 		– Sell
-25,884
Closed -$2.12M – 433
2022
Q3 		$2.12M Sell
25,884
-14,556
-36% -$1.26M 0.05% 93
2022
Q2 		$3.33M Buy
40,440
+22,764
+129% +$2.02M 0.08% 80
2022
Q1 		$1.83M Buy
+17,676
New +$1.58M 0.03% 110
2021
Q3 		– Sell
-44,652
Closed -$2.76M – 760
2021
Q2 		$2.76M Sell
44,652
-19,830
-31% -$1.17M 0.03% 136
2021
Q1 		$3.46M Buy
+64,482
New +$3.83M 0.03% 94
2020
Q3 		– Sell
-55,170
Closed -$2.11M – 670
2020
Q2 		$2.11M Buy
55,170
+46,464
+534% +$1.64M 0.04% 168
2020
Q1 		$238K Sell
8,706
-353,628
-98% -$12.3M 0.01% 413
2019
Q4 		$14M Buy
362,334
+2,166
+0.6% +$81.9K 0.2% 46
2019
Q3 		$12.2M Buy
360,168
+282,348
+363% +$9.99M 0.18% 52
2019
Q2 		$2.64M Buy
+77,820
New +$2.91M 0.04% 216
2014
Q4 		– Sell
-2,842,950
Closed -$46.5M – 55
2014
Q3 		$46.5M Sell
2,842,950
-9,521,946
-77% -$137M 0.68% 36
2014
Q2 		$173M Sell
12,364,896
-13,299,318
-52% -$155M 2.48% 17
2014
Q1 		$293M Sell
25,664,214
-1,099,776
-4% -$12.5M 4.1% 5
2013
Q4 		$256M Buy
26,763,990
+7,429,236
+38% +$58.9M 3.31% 6
2013
Q3 		$148M Buy
19,334,754
+3,949,164
+26% +$31.1M 2% 24
2013
Q2 		$108M Buy
+15,385,590
New +$128M 1.46% 31

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lee Ainslie's PANW Position: Q2 2026 in Review

Lee Ainslie opened a new position in Palo Alto Networks (PANW) in Q2 2026: 3,655 shares worth $1.25M. The stake represents 0.01% of the portfolio and ranks #96 among its holdings. This is a return to the name: Lee Ainslie previously reported a position in PANW as recently as Q2 2024.

Lee Ainslie first reported a position in PANW in Q2 2013 and has held it in 21 quarters since. The position peaked at $293M in Q1 2014. 2,890 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Lee Ainslie held 3,655 shares of Palo Alto Networks worth $1.25M as of Q2 2026.
  • Palo Alto Networks was a new Lee Ainslie position in Q2 2026.
  • Palo Alto Networks made up 0.01% of Lee Ainslie's portfolio in Q2 2026, its #96 holding.
  • Lee Ainslie first reported a position in Palo Alto Networks in Q2 2013 and has held it in 21 quarters since.
  • Lee Ainslie's Palo Alto Networks position peaked at $293M in Q1 2014.
  • 2,890 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.