Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
Holdings Activity Buys Sells    History
Holding/activity history for  Palo Alto Networks, Inc. (PANW)
← All PANW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 0.06 $142.01–187.68 · VW $169.28i SEC
2024   Q2 18,674 0.06 Reduce 8.69% <0.01 $132.50–172.95 · VW $151.17i $3,165,336 SEC
2024   Q1 20,452 0.05 Add 25.30% 0.01 $130.04–190.42 · VW $155.22i $2,905,513 SEC
2023   Q4 16,322 0.05 Add 58.59% 0.02 $115.04–159.00 · VW $137.39i $2,406,516 SEC
2023   Q3 10,292 0.03 Buy 0.03 $100.58–129.44 · VW $119.22i $1,206,428 SEC
2022   Q4 0 0.00 Sell 100.00% 0.05 $68.37–89.50 · VW $80.13i SEC
2022   Q3 25,884 0.05 Reduce 35.99% 0.03 $77.20–96.46 · VW $86.65i $2,120,000 SEC
2022   Q2 40,440 0.08 Add 128.78% 0.05 $70.26–106.82 · VW $86.40i $3,329,000 SEC
2022   Q1 17,676 0.03 Buy 0.03 $75.96–105.98 · VW $92.08i $1,834,000 SEC
2021   Q3 0 0.00 Sell 100.00% 0.03 $59.73–82.65 · VW $72.59i SEC
2021   Q2 44,652 0.03 Reduce 30.75% <0.01 $53.71–64.45 · VW $59.59i $2,761,000 SEC
2021   Q1 64,482 0.03 Buy 0.03 $51.93–67.17 · VW $58.70i $3,461,000 SEC
2020   Q3 0 0.00 Sell 100.00% 0.04 $37.86–45.84 · VW $41.82i SEC
2020   Q2 55,170 0.04 Add 533.70% 0.03 $26.33–40.52 · VW $35.65i $2,112,000 SEC
2020   Q1 8,706 0.01 Reduce 97.60% 0.20 $20.91–41.85 · VW $31.83i $238,000 SEC
2019   Q4 362,334 0.20 Add 0.60% <0.01 $33.75–41.83 · VW $37.86i $13,965,000 SEC
2019   Q3 360,168 0.18 Add 362.82% 0.14 $32.03–38.32 · VW $35.06i $12,236,000 SEC
2019   Q2 77,820 0.04 Buy 0.04 $32.44–41.82 · VW $36.51i $2,643,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.78 $14.64–21.37 · VW $18.30i SEC
2014   Q3 2,842,950 0.78 Reduce 77.01% 2.23 $12.19–17.08 · VW $14.68i $46,482,000 SEC
2014   Q2 12,364,896 2.89 Reduce 51.82% 2.24 $9.58–14.30 · VW $11.91i $172,799,000 SEC
2014   Q1 25,664,214 4.33 Reduce 4.11% 0.14 $9.12–13.47 · VW $11.35i $293,428,000 SEC
2013   Q4 26,763,990 3.44 Add 38.42% 0.95 $6.73–9.65 · VW $8.13i $256,354,000 SEC
2013   Q3 19,334,754 2.06 Add 25.67% 0.42 $6.82–8.48 · VW $7.86i $147,653,000 SEC
2013   Q2 15,385,590 1.49 Buy 1.49 $6.51–9.43 · VW $8.07i $108,109,000 SEC
Price snapshot:
Current price$330.30
52-week low$139.57
52-week high$368.17