Tairen Capital’s Palo Alto Networks PANW Stock Holding History

Tairen Capital’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-266,800	Closed	-$45.5M	–	96
2025 Q1	$45.5M	Buy	+266,800	New	+$49.3M	3.01%	8
2023 Q3	–	Sell	-944,038	Closed	-$121M	–	35
2023 Q2	$121M	Buy	944,038 +621,036	+192%	+$64.6M	3.8%	15
2023 Q1	$32.3M	Buy	+323,002	New	+$27.4M	4.88%	9
2022 Q2	–	Sell	-58,320	Closed	-$6.05M	–	35
2022 Q1	$6.05M	Sell	58,320 -68,280	-54%	-$6.11M	0.77%	21
2021 Q4	$11.7M	Buy	+126,600	New	+$11M	1.81%	21

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tairen Capital's PANW Position: Q2 2025 in Review

Tairen Capital sold out of Palo Alto Networks (PANW) in Q2 2025, closing a stake of 266,800 shares — an estimated $45.5M sold.

Tairen Capital first reported a position in PANW in Q4 2021 and held it in 5 quarters. The position peaked at $121M in Q2 2023. 2,374 funds tracked by Wall St. Rank hold PANW as of Q2 2025.

Tairen Capital reported no remaining Palo Alto Networks position as of Q2 2025 after selling out during the quarter.
Tairen Capital sold 266,800 Palo Alto Networks shares in Q2 2025, an estimated $45.5M.
Tairen Capital first reported a position in Palo Alto Networks in Q4 2021 and held it in 5 quarters.
Tairen Capital's Palo Alto Networks position peaked at $121M in Q2 2023.
2,374 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2025.

Based on Tairen Capital's 13F filing for Q2 2025, filed 12 Aug 2025.