Light Street Capital Management — PANW Trade History
Quarter-by-quarter changes in the PALO ALTO NETWORKS INC position · CUSIP 697435105
Sold outFirst seen: 2017 Q3split-adjusted
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | — | — | — | — | — | — |
| 2026 Q1 | 2026-05-15 | — | — | — | — | — | — |
| 2025 Q4 | 2026-02-17 | — | — | — | — | — | — |
| 2025 Q3 | 2025-11-14 | — | — | — | — | — | — |
| 2025 Q2 | 2025-08-14 | — | — | — | — | — | — |
| 2025 Q1 | 2025-05-15 | — | — | — | — | — | — |
| 2024 Q4 | 2025-02-14 | — | — | — | — | — | — |
| 2024 Q3 | 2024-11-14 | — | — | — | — | — | — |
| 2024 Q2 | 2024-08-14 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-15 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-14 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-14 | Sold out | — | -86,400 | -100.0% | — | — |
| 2023 Q2 | 2023-08-14 | New | 86,400 | 86,400 | — | $11.0M | 2.92% |
| 2023 Q1 | 2023-05-15 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-14 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-14 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-15 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-16 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-14 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-15 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-16 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-17 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-16 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-16 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-14 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-15 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-14 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | Sold out | — | -881,550 | -100.0% | — | — |
| 2019 Q2 | 2019-08-14 | Reduce | 881,550 | -362,850 | -29.2% | $29.9M | 1.62% |
| 2019 Q1 | 2019-05-15 | Add | 1,244,400 | 750,600 | +152.0% | $50.4M | 3.37% |
| 2018 Q4 | 2019-02-14 | Reduce | 493,800 | -1,895,700 | -79.3% | $15.5M | 1.18% |
| 2018 Q3 | 2018-11-14 | Add | 2,389,500 | 238,392 | +11.1% | $89.7M | 6.12% |
| 2018 Q2 | 2018-08-14 | Add | 2,151,108 | 94,452 | +4.6% | $73.7M | 5.16% |
| 2018 Q1 | 2018-05-15 | Add | 2,056,656 | 1,936,656 | +1613.9% | $62.2M | 5.11% |
| 2017 Q4 | 2018-02-14 | Reduce | 120,000 | -1,500,000 | -92.6% | $2.9M | 0.31% |
| 2017 Q3 | 2017-11-14 | New | 1,620,000 | 1,620,000 | — | $38.9M | 3.18% |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.