PANW β€” PALO ALTO NETWORKS INC

Ownership history in Taika Capital, LP  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Taika Capital, LP reported a position in PALO ALTO NETWORKS INC (PANW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.9% (2024 Q4)
πŸ“Š Avg. % of fund
2.58%
πŸ“… First filed
2024 Q3
πŸ“… Last filed
2025 Q1
⏱ Quarters held
3

Position Intelligence

Taika Capital, LP Γ— PANW AI Analytics

πŸ“ˆ Taika Capital, LP outperformed the S&P 500 by +4.1% annually on this PANW position. Average cost basis: $177.97. Maximum drawdown during holding period: –6.2%.

πŸ“ˆ Position Alpha vs SPY
+4.1%
annualised excess return

βœ… Outperformed SPY on this position by 4.1% ann.
2 quarters analyzed

πŸ’° Entry Quality
$177.97
-4.1% vs current ($170.64)

Best entry: $170.90 (2024 Q3)  Β·  Worst: $181.96 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–6.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

2 adds Β· 0 trims. Bought during 0 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Taika Capital, LP has been actively increasing its PANW allocation β€” a bullish signal from insiders.
Currently 2.9% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    PANW price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 UNCHANGED 20,882 β€” 0% 2.90% $3.8M $170.64
2024 Q4 ADDED 20,882 +13,354 +177.4% 2.90% $3.8M $181.96
2024 Q3 INITIATED 7,528 β€” β€” 1.94% $2.6M $170.90

🏒 Other funds also holding PANW

As of 2025 Q4 β€” sorted by position size

Future Fund LLC 3Y 7.48% Sustainable Insight Capital Management, LLC 3Y 7Y 7.23% BURR FINANCIAL SERVICES, LLC 5.51% Robocap Asset Management Ltd 5.44% Hamilton Wealth, LLC 3Y 7Y 5.37% Sandhill Capital Partners LLC 3Y 7Y 5.26% Anatole Investment Management Ltd 3Y 5.17% Carroll Investors, Inc 3Y 5.09% Stony Point Capital LLC 3Y 4.86% Anomaly Capital Management, LP 3Y 4.57%
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