North Peak Capital Management’s Palo Alto Networks PANW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-769,128	Closed	-$26.1M	–	12
2019 Q2	$26.1M	Buy	769,128 +320,754	+72%	+$10.9M	14.68%	1
2019 Q1	$18.2M	Buy	448,374 +18,822	+4%	+$762K	11.68%	4
2018 Q4	$13.5M	Buy	+429,552	New	+$13.5M	11.32%	4