Polymer Capital Management (HK)’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-72,921
Closed -$11.7M – 186
2026
Q1
$11.7M Buy
+72,921
New +$12.3M 1.01% 14
2024
Q3
– Sell
-20,380
Closed -$3.45M – 194
2024
Q2
$3.45M Buy
20,380
+17,050
+512% +$2.55M 0.7% 39
2024
Q1
$473K Sell
3,330
-31,774
-91% -$5.01M 0.12% 110
2023
Q4
$5.18M Buy
+35,104
New +$4.69M 1.79% 17

Other funds holding PANW

Polymer Capital Management (HK)'s PANW Position: Q2 2026 in Review

Polymer Capital Management (HK) sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 72,921 shares — an estimated $11.7M sold.

Polymer Capital Management (HK) first reported a position in PANW in Q4 2023 and held it in 4 quarters. The position peaked at $11.7M in Q1 2026. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Polymer Capital Management (HK) reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
  • Polymer Capital Management (HK) sold 72,921 Palo Alto Networks shares in Q2 2026, an estimated $11.7M.
  • Polymer Capital Management (HK) first reported a position in Palo Alto Networks in Q4 2023 and held it in 4 quarters.
  • Polymer Capital Management (HK)'s Palo Alto Networks position peaked at $11.7M in Q1 2026.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.