SCGE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386M | Hold |
1,885,000
| – | – | 8.09% | 2 |
|
|
2025
Q1 | $322M | Buy |
1,885,000
+437,000
| +30% | +$74.6M | 9.27% | 4 |
|
|
2024
Q4 | $263M | Buy |
1,448,000
+378,000
| +35% | +$68.8M | 4.87% | 6 |
|
|
2024
Q3 | $183M | Buy |
1,070,000
+286,000
| +36% | +$48.9M | 3.98% | 8 |
|
|
2024
Q2 | $133M | Hold |
784,000
| – | – | 2.6% | 12 |
|
|
2024
Q1 | $111M | Hold |
784,000
| – | – | 2.11% | 14 |
|
|
2023
Q4 | $116M | Hold |
784,000
| – | – | 2.58% | 14 |
|
|
2023
Q3 | $91.9M | Buy |
784,000
+401,050
| +105% | +$47M | 2.39% | 14 |
|
|
2023
Q2 | $48.9M | Buy |
+382,950
| New | +$48.9M | 1.15% | 20 |
|
|
2017
Q2 | – | Sell |
-1,350,000
| Closed | -$25.4M | – | 14 |
|
|
2017
Q1 | $25.4M | Hold |
1,350,000
| – | – | 6.59% | 9 |
|
|
2016
Q4 | $28.1M | Hold |
1,350,000
| – | – | 9.38% | 7 |
|
|
2016
Q3 | $35.8M | Hold |
1,350,000
| – | – | 9.98% | 5 |
|
|
2016
Q2 | $27.6M | Hold |
1,350,000
| – | – | 8.54% | 6 |
|
|
2016
Q1 | $36.7M | Buy |
1,350,000
+150,000
| +13% | +$4.08M | 6.14% | 7 |
|
|
2015
Q4 | $35.2M | Hold |
1,200,000
| – | – | 5.34% | 9 |
|
|
2015
Q3 | $34.4M | Hold |
1,200,000
| – | – | 5.57% | 8 |
|
|
2015
Q2 | $34.9M | Hold |
1,200,000
| – | – | 4.65% | 10 |
|
|
2015
Q1 | $29.2M | Sell |
1,200,000
-1,800,000
| -60% | -$43.8M | 4.2% | 11 |
|
|
2014
Q4 | $61.3M | Sell |
3,000,000
-600,000
| -17% | -$12.3M | 8.49% | 1 |
|
|
2014
Q3 | $58.9M | Hold |
3,600,000
| – | – | 7.3% | 3 |
|
|
2014
Q2 | $50.3M | Hold |
3,600,000
| – | – | 6.15% | 6 |
|
|
2014
Q1 | $41.2M | Hold |
3,600,000
| – | – | 5.58% | 8 |
|
|
2013
Q4 | $34.5M | Buy |
3,600,000
+2,935,938
| +442% | +$28.1M | 4.98% | 10 |
|
|
2013
Q3 | $3.96M | Hold |
664,062
| – | – | 0.66% | 21 |
|
|
2013
Q2 | $4.67M | Buy |
+664,062
| New | +$4.67M | 1.03% | 20 |
|