Portfolio changes · featured 13Fs
Activity
Moves in PANW across featured managers — New / Exit / Add / Reduce.
PANW · all sizes
7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 7 | |||||
| PANW | New | Stanley Druckenmiller - Duquesne Family Office | +0.76% | opened 0.76% | Q1→Q2 |
| PANW | New | Lee Ainslie - Maverick Capital | +0.01% | opened 0.01% | Q1→Q2 |
| PANW | Exit | Ben Jacobs - Anomaly Capital Management | −5.15% | was 5.2% | Q1→Q2 |
| PANW | Exit | Cathie Wood - Ark Investment Management | −0.01% | was 0.01% | Q1→Q2 |
| PANW | Add | Mairs & Power | +1.00% | +12.6% sh | Q1→Q2 |
| PANW | Add | Gavin Baker - Atreides Management | +0.29% | +56.1% sh | Q1→Q2 |
| PANW | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | 0.00% | −39.9% 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