Lee Ainslie's PANW Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 3,655 shares of Palo Alto Networks, Inc. (PANW) worth $1.25 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in PANW, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2013, adding 7.43 M shares. Largest reduction occurred in Q2 2014, reducing 13.3 M shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Palo Alto Networks (PANW) Holding Value Over Time
Track share changes against reported price movement
Quarterly Palo Alto Networks (PANW) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +3,655 | New Buy | 3,655 | $341.02 |
| Q3 2024 | -18,674 | Sold Out | 0 | $0.00 |
| Q2 2024 | -1,778 | Reduce 8.69% | 18,674 | $169.50 |
| Q1 2024 | +4,130 | Add 25.30% | 20,452 | $142.06 |
| Q4 2023 | +6,030 | Add 58.59% | 16,322 | $147.44 |
| Q3 2023 | +10,292 | New Buy | 10,292 | $117.22 |
| Q4 2022 | -25,884 | Sold Out | 0 | $0.00 |
| Q3 2022 | -14,556 | Reduce 35.99% | 25,884 | $81.90 |
| Q2 2022 | +22,764 | Add 128.78% | 40,440 | $82.32 |
| Q1 2022 | +17,676 | New Buy | 17,676 | $103.76 |
| Q3 2021 | -44,652 | Sold Out | 0 | $0.00 |
| Q2 2021 | -19,830 | Reduce 30.75% | 44,652 | $61.83 |
| Q1 2021 | +64,482 | New Buy | 64,482 | $53.67 |
| Q3 2020 | -55,170 | Sold Out | 0 | $0.00 |
| Q2 2020 | +46,464 | Add 533.70% | 55,170 | $38.28 |
| Q1 2020 | -353,628 | Reduce 97.60% | 8,706 | $27.34 |
| Q4 2019 | +2,166 | Add 0.60% | 362,334 | $38.54 |
| Q3 2019 | +282,348 | Add 362.82% | 360,168 | $33.97 |
| Q2 2019 | +77,820 | New Buy | 77,820 | $33.96 |
| Q4 2014 | -2.84 M | Sold Out | 0 | $0.00 |
| Q3 2014 | -9.52 M | Reduce 77.01% | 2.84 M | $16.35 |
| Q2 2014 | -13.3 M | Reduce 51.82% | 12.36 M | $13.97 |
| Q1 2014 | -1.1 M | Reduce 4.11% | 25.66 M | $11.43 |
| Q4 2013 | +7.43 M | Add 38.42% | 26.76 M | $9.58 |
| Q3 2013 | +3.95 M | Add 25.67% | 19.33 M | $7.64 |
| Q2 2013 | +15.39 M | Add 0.00% | 15.39 M | $7.03 |
Lee Ainslie's Palo Alto Networks Investment FAQs
Lee Ainslie first purchased Palo Alto Networks, Inc. (PANW) in Q2 2013, acquiring 15,385,590 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Palo Alto Networks, Inc. (PANW) for 26 quarters since Q2 2013.
Lee Ainslie's largest addition to Palo Alto Networks, Inc. (PANW) was in Q2 2013, adding 15,385,590 shares worth $108.11 M.
According to the latest 13F filing for Q2 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 3,655 shares of Palo Alto Networks, Inc. (PANW), valued at approximately $1.25 M.
As of the Q2 2026 filing, Palo Alto Networks, Inc. (PANW) represents approximately 0.01% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Palo Alto Networks, Inc. (PANW) was 26,763,990 shares, as reported at the end of Q4 2013.