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. 2,890 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.
  • 2,890 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.