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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-20,380	Closed	-$3.45M	–	193
2024 Q2	$3.45M	Buy	20,380 +17,050	+512%	+$2.89M	0.7%	39
2024 Q1	$473K	Sell	3,330 -31,774	-91%	-$4.51M	0.12%	110
2023 Q4	$5.18M	Buy	+35,104	New	+$5.18M	1.79%	17