Tremblant Capital Group’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
Q1 | $80.9M | Buy |
504,694
+478,186
| +1,804% | +$80.3M | 2.6% | 12 |
|
|
2025
Q4 | $4.88M | Buy |
+26,508
| New | +$5.35M | 0.12% | 61 |
|
|
2025
Q3 | – | Sell |
-17,386
| Closed | -$3.56M | – | 43 |
|
|
2025
Q2 | $3.56M | Sell |
17,386
-88,745
| -84% | -$16.5M | 0.34% | 38 |
|
|
2025
Q1 | $18.1M | Sell |
106,131
-15,366
| -13% | -$2.84M | 2.03% | 24 |
|
|
2024
Q4 | $22.1M | Sell |
121,497
-17,307
| -12% | -$3.27M | 2.29% | 21 |
|
|
2024
Q3 | $23.7M | Sell |
138,804
-12,988
| -9% | -$2.19M | 2.61% | 20 |
|
|
2024
Q2 | $25.7M | Buy |
151,792
+145,496
| +2,311% | +$21.8M | 2.79% | 19 |
|
|
2024
Q1 | $894K | Sell |
6,296
-253,424
| -98% | -$40M | 0.1% | 42 |
|
|
2023
Q4 | $38.3M | Sell |
259,720
-2,524
| -1% | -$337K | 4.32% | 11 |
|
|
2023
Q3 | $30.7M | Sell |
262,244
-66,792
| -20% | -$7.9M | 3.23% | 17 |
|
|
2023
Q2 | $42M | Sell |
329,036
-146,248
| -31% | -$15.2M | 4.07% | 10 |
|
|
2023
Q1 | $47.5M | Sell |
475,284
-369,658
| -44% | -$31.3M | 5.03% | 5 |
|
|
2022
Q4 | $59M | Sell |
844,942
-107,060
| -11% | -$8.6M | 5.04% | 9 |
|
|
2022
Q3 | $78M | Buy |
952,002
+147,672
| +18% | +$12.8M | 4.73% | 3 |
|
|
2022
Q2 | $66.2M | Buy |
804,330
+485,178
| +152% | +$43M | 4.01% | 13 |
|
|
2022
Q1 | $33.1M | Sell |
319,152
-54,342
| -15% | -$4.86M | 1.18% | 29 |
|
|
2021
Q4 | $34.7M | Sell |
373,494
-1,163,910
| -76% | -$101M | 1.24% | 27 |
|
|
2021
Q3 | $123M | Sell |
1,537,404
-693,972
| -31% | -$48.8M | 3.89% | 6 |
|
|
2021
Q2 | $138M | Sell |
2,231,376
-3,408
| -0.2% | -$202K | 3.74% | 8 |
|
|
2021
Q1 | $120M | Buy |
2,234,784
+14,406
| +0.6% | +$856K | 3.48% | 10 |
|
|
2020
Q4 | $132M | Sell |
2,220,378
-439,728
| -17% | -$20.5M | 3.71% | 10 |
|
|
2020
Q3 | $109M | Sell |
2,660,106
-90,438
| -3% | -$3.76M | 4.1% | 8 |
|
|
2020
Q2 | $105M | Sell |
2,750,544
-1,014,462
| -27% | -$35.7M | 4.43% | 7 |
|
|
2020
Q1 | $103M | Buy |
3,765,006
+1,092,522
| +41% | +$38.1M | 6.47% | 3 |
|
|
2019
Q4 | $103M | Buy |
2,672,484
+175,146
| +7% | +$6.62M | 5.13% | 5 |
|
|
2019
Q3 | $84.8M | Buy |
2,497,338
+356,802
| +17% | +$12.6M | 4.88% | 6 |
|
|
2019
Q2 | $72.7M | Buy |
2,140,536
+186,624
| +10% | +$6.98M | 4.45% | 8 |
|
|
2019
Q1 | $79.1M | Sell |
1,953,912
-480,354
| -20% | -$17.8M | 4.58% | 7 |
|
|
2018
Q4 | $76.4M | Buy |
2,434,266
+272,130
| +13% | +$8.48M | 5.17% | 7 |
|
|
2018
Q3 | $81.2M | Buy |
2,162,136
+39,480
| +2% | +$1.44M | 4.26% | 7 |
|
|
2018
Q2 | $72.7M | Sell |
2,122,656
-648,546
| -23% | -$21.6M | 4.27% | 7 |
|
|
2018
Q1 | $83.8M | Sell |
2,771,202
-299,508
| -10% | -$8.32M | 5.32% | 4 |
|
|
2017
Q4 | $74.2M | Sell |
3,070,710
-1,465,380
| -32% | -$35.7M | 3.58% | 10 |
|
|
2017
Q3 | $109M | Buy |
4,536,090
+1,177,278
| +35% | +$26.8M | 4.83% | 3 |
|
|
2017
Q2 | $74.9M | Buy |
3,358,812
+975,072
| +41% | +$19.7M | 5.35% | 5 |
|
|
2017
Q1 | $44.8M | Sell |
2,383,740
-374,526
| -14% | -$8.37M | 3.12% | 15 |
|
|
2016
Q4 | $57.5M | Sell |
2,758,266
-228,360
| -8% | -$5.47M | 3.65% | 7 |
|
|
2016
Q3 | $79.3M | Buy |
2,986,626
+1,011,600
| +51% | +$23.1M | 4.42% | 5 |
|
|
2016
Q2 | $40.4M | Buy |
1,975,026
+584,304
| +42% | +$13.5M | 2.34% | 16 |
|
|
2016
Q1 | $37.8M | Buy |
+1,390,722
| New | +$34.2M | 2.22% | 21 |
|
Other funds holding PANW
VCM
VPM
Tremblant Capital Group's PANW Position: Q1 2026 in Review
Tremblant Capital Group increased its Palo Alto Networks (PANW) stake by 1,804% in Q1 2026, buying an estimated $80.3M and bringing the position to 504,694 shares worth $80.9M. The position accounts for 2.6% of the portfolio, ranked #12.
Tremblant Capital Group first reported a position in PANW in Q1 2016 and has held it in 40 quarters since. The position peaked at $138M in Q2 2021. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.
- Tremblant Capital Group held 504,694 shares of Palo Alto Networks worth $80.9M as of Q1 2026.
- Tremblant Capital Group bought 478,186 Palo Alto Networks shares in Q1 2026, an estimated $80.3M.
- Palo Alto Networks made up 2.6% of Tremblant Capital Group's portfolio in Q1 2026, its #12 holding.
- Tremblant Capital Group first reported a position in Palo Alto Networks in Q1 2016 and has held it in 40 quarters since.
- Tremblant Capital Group's Palo Alto Networks position peaked at $138M in Q2 2021.
- 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.
Based on Tremblant Capital Group's 13F filing for Q1 2026, filed 15 May 2026.