Atreides Management — PANW

How Atreides Management's position in Palo Alto Networks Inc. changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held

2

First reported

Q1 2026

Latest value

$299,058,853

Latest weight

2.7%

Peak weight

2.7%

Shares since first

+56.1%

Position Trend

Shares, value, and weight from first report to latest report.

Atreides Management first reported 561,797 shares in Q1 2026 and most recently reported 876,954 shares in Q2 2026. Portfolio weight peaked at 2.7% in Q2 2026; the low reported weight was 2.2% in Q1 2026.

Since the first report, shares are +56.1% and reported value is +232%. Latest move: ADD