Portfolio changes · featured 13Fs

Activity

Moves in PANW across featured managers — New / Exit / Add / Reduce.

7 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

PANW · add · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 2
PANW	Add	Mairs & Power	+1.00%	+12.6% sh	Q1→Q2
PANW	Add	Gavin Baker - Atreides Management	+0.29%	+56.1% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home