Valiant Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-295,600
| Closed | -$43.6M | – | 29 |
|
|
2023
Q4 | $43.6M | Sell |
295,600
-18,600
| -6% | -$2.74M | 2.13% | 7 |
|
|
2023
Q3 | $36.8M | Sell |
314,200
-93,800
| -23% | -$11M | 3.55% | 6 |
|
|
2023
Q2 | $52.1M | Sell |
408,000
-53,600
| -12% | -$6.85M | 4.9% | 4 |
|
|
2023
Q1 | $46.1M | Buy |
461,600
+172,600
| +60% | +$17.2M | 3.65% | 4 |
|
|
2022
Q4 | $20.2M | Sell |
289,000
-125,200
| -30% | -$8.74M | 3.1% | 11 |
|
|
2022
Q3 | $33.9M | Buy |
414,200
+34,400
| +9% | +$2.82M | 3.39% | 6 |
|
|
2022
Q2 | $31.3M | Sell |
379,800
-105,600
| -22% | -$8.69M | 3.14% | 9 |
|
|
2022
Q1 | $50.4M | Sell |
485,400
-63,600
| -12% | -$6.6M | 5.77% | 4 |
|
|
2021
Q4 | $50.9M | Buy |
549,000
+219,000
| +66% | +$20.3M | 6.16% | 5 |
|
|
2021
Q3 | $26.3M | Buy |
+330,000
| New | +$26.3M | 2.48% | 17 |
|