Tremblant Capital Group’s Palo Alto Networks PANW Stock Holding History

Tremblant Capital Group’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
2023 Q4	–	Sell	-148,000	Closed	-$17.3M	–	42
2023 Q3	$17.3M	Sell	148,000 -26,800	-15%	-$3.17M	1.82%	25
2023 Q2	$22.3M	Buy	+174,800	New	+$18.2M	2.16%	24
2020 Q3	–	Sell	-1,517,400	Closed	-$58.1M	–	44
2020 Q2	$58.1M	Buy	1,517,400 +112,800	+8%	+$3.97M	2.44%	19
2020 Q1	$38.4M	Buy	+1,404,600	New	+$49M	2.42%	19
2019 Q3	–	Sell	-1,852,800	Closed	-$62.9M	–	43
2019 Q2	$62.9M	Buy	+1,852,800	New	+$69.3M	3.85%	12
2018 Q1	–	Sell	-2,021,400	Closed	-$48.8M	–	44
2017 Q4	$48.8M	Buy	2,021,400 +1,197,600	+145%	+$29.1M	2.36%	17
2017 Q3	$19.8M	Buy	+823,800	New	+$18.8M	0.88%	28
2017 Q1	–	Sell	-1,338,600	Closed	-$27.9M	–	40
2016 Q4	$27.9M	Buy	+1,338,600	New	+$32.1M	1.77%	24
2016 Q2	–	Sell	-1,555,800	Closed	-$42.3M	–	53
2016 Q1	$42.3M	Buy	+1,555,800	New	+$38.3M	2.48%	16

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Tremblant Capital Group's PANW Position: Q2 2026 in Review

Tremblant Capital Group sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 504,694 shares — an estimated $80.9M sold.

Tremblant Capital Group first reported a position in PANW in Q1 2016 and held it in 40 quarters. The position peaked at $138M in Q2 2021. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Tremblant Capital Group reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
Tremblant Capital Group sold 504,694 Palo Alto Networks shares in Q2 2026, an estimated $80.9M.
Tremblant Capital Group first reported a position in Palo Alto Networks in Q1 2016 and held it in 40 quarters.
Tremblant Capital Group's Palo Alto Networks position peaked at $138M in Q2 2021.
2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Tremblant Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.