Louis Moore Bacon's PANW Position Overview
Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 22,500 shares of Palo Alto Networks, Inc. (PANW) worth $3.61 M, representing 0.07% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Louis Moore Bacon has maintained a strategic position in PANW, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2017, adding 600,000 shares. Largest reduction occurred in Q4 2022, reducing 769,894 shares.
Analysis based on 13F filings available since 2013 Q2
Louis Moore Bacon's Palo Alto Networks (PANW) Holding Value Over Time
Track share changes against reported price movement
Quarterly Palo Alto Networks (PANW) Trades by Louis Moore Bacon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +22,500 | New Buy | 22,500 | $160.32 |
| Q4 2025 | -14,496 | Sold Out | 0 | $0.00 |
| Q3 2025 | +14,496 | New Buy | 14,496 | $203.62 |
| Q4 2024 | -8,296 | Sold Out | 0 | $0.00 |
| Q3 2024 | -1,184 | Reduce 12.49% | 8,296 | $170.90 |
| Q2 2024 | +9,480 | New Buy | 9,480 | $169.50 |
| Q3 2023 | -65,702 | Sold Out | 0 | $0.00 |
| Q2 2023 | +19,064 | Add 40.88% | 65,702 | $127.75 |
| Q1 2023 | +46,638 | New Buy | 46,638 | $99.87 |
| Q4 2022 | -769,894 | Sold Out | 0 | $0.00 |
| Q3 2022 | +10,642 | Add 1.40% | 769,894 | $81.89 |
| Q2 2022 | +237,966 | Add 45.65% | 759,252 | $82.32 |
| Q1 2022 | +363,624 | Add 230.64% | 521,286 | $103.75 |
| Q4 2021 | +110,028 | Add 230.99% | 157,662 | $92.79 |
| Q3 2021 | +47,634 | New Buy | 47,634 | $79.84 |
| Q1 2021 | -21,768 | Sold Out | 0 | $0.00 |
| Q4 2020 | -78,576 | Reduce 78.31% | 21,768 | $59.22 |
| Q3 2020 | +100,344 | New Buy | 100,344 | $40.79 |
| Q2 2017 | -600,000 | Sold Out | 0 | $0.00 |
| Q1 2017 | +600,000 | New Buy | 600,000 | $18.78 |
| Q4 2016 | -450,000 | Sold Out | 0 | $0.00 |
| Q3 2016 | +210,000 | Add 87.50% | 450,000 | $26.56 |
| Q2 2016 | +180,000 | Add 300.00% | 240,000 | $20.44 |
| Q1 2016 | +60,000 | New Buy | 60,000 | $27.18 |
| Q4 2014 | -180,000 | Sold Out | 0 | $0.00 |
| Q2 2014 | +180,000 | New Buy | 180,000 | $13.97 |
Louis Moore Bacon's Palo Alto Networks Investment FAQs
Louis Moore Bacon first purchased Palo Alto Networks, Inc. (PANW) in Q2 2014, acquiring 180,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon has held Palo Alto Networks, Inc. (PANW) for 27 quarters since Q2 2014.
Louis Moore Bacon's largest addition to Palo Alto Networks, Inc. (PANW) was in Q1 2017, adding 600,000 shares worth $11.27 M.
According to the latest 13F filing for Q1 2026, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 22,500 shares of Palo Alto Networks, Inc. (PANW), valued at approximately $3.61 M.
As of the Q1 2026 filing, Palo Alto Networks, Inc. (PANW) represents approximately 0.07% of Louis Moore Bacon's publicly disclosed stock portfolio, making it one of their key holdings.
Louis Moore Bacon's peak holding in Palo Alto Networks, Inc. (PANW) was 769,894 shares, as reported at the end of Q3 2022.