Louis Moore Bacon's PANW Position Overview
Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 14,496 shares of Palo Alto Networks, Inc. (PANW) worth $2.95 M, representing 0.04% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Louis Moore Bacon has maintained a long-term strategic position in PANW, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2022, adding 363,624 shares. Largest reduction occurred in Q1 2023, reducing 723,256 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2014 | +180,000 | New Buy | 180,000 | $13.97 |
| Q4 2014 | -180,000 | Sold Out | 180,000 | $0.00 |
| Q1 2016 | +60,000 | New Buy | 60,000 | $27.18 |
| Q2 2016 | +180,000 | Add 300.00% | 240,000 | $20.44 |
| Q3 2016 | +210,000 | Add 87.50% | 450,000 | $26.56 |
| Q4 2016 | -450,000 | Sold Out | 450,000 | $0.00 |
| Q1 2017 | +600,000 | New Buy | 600,000 | $18.78 |
| Q2 2017 | -600,000 | Sold Out | 600,000 | $0.00 |
| Q3 2020 | +100,344 | New Buy | 100,344 | $40.79 |
| Q4 2020 | -78,576 | Reduce 78.31% | 21,768 | $59.22 |
| Q1 2021 | -21,768 | Sold Out | 21,768 | $0.00 |
| Q3 2021 | +47,634 | New Buy | 47,634 | $79.84 |
| Q4 2021 | +110,028 | Add 230.99% | 157,662 | $92.79 |
| Q1 2022 | +363,624 | Add 230.64% | 521,286 | $103.75 |
| Q2 2022 | +237,966 | Add 45.65% | 759,252 | $82.32 |
| Q3 2022 | +10,642 | Add 1.40% | 769,894 | $81.89 |
| Q4 2022 | -769,894 | Sold Out | 769,894 | $0.00 |
| Q1 2023 | +46,638 | New Buy | 46,638 | $99.87 |
| Q2 2023 | +19,064 | Add 40.88% | 65,702 | $127.75 |
| Q3 2023 | -65,702 | Sold Out | 65,702 | $0.00 |
| Q2 2024 | +9,480 | New Buy | 9,480 | $169.50 |
| Q3 2024 | -1,184 | Reduce 12.49% | 8,296 | $170.90 |
| Q4 2024 | -8,296 | Sold Out | 8,296 | $0.00 |
| Q3 2025 | +14,496 | New Buy | 14,496 | $203.62 |
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 46 quarters since Q2 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon's largest addition to Palo Alto Networks, Inc. (PANW) was in Q1 2017, adding 600,000 shares worth $11.27 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 14,496 shares of Palo Alto Networks, Inc. (PANW), valued at approximately $2.95 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Palo Alto Networks, Inc. (PANW) represents approximately 0.04% of Louis Moore Bacon's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon's peak holding in Palo Alto Networks, Inc. (PANW) was 769,894 shares, as reported at the end of Q3 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.