TREMBLANT CAPITAL GROUP

Position in PANW — Palo Alto Networks Inc

CIK 1353312 WEST PALM BEACH, FL

Back to PANW Full portfolio

Position in PANW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$80,912,542

+$76,029,769 QoQ

Shares Held

504,694

+1803.9% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

2.63%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in PANW Over Time

Shares Held

Position Value (USD)

Derivatives in PANW

reported options exposure · as of Sep 30, 2023

CallValue

$8,674,280

CallShares

74,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

TREMBLANT CAPITAL GROUP holds $283,940,585 across 4 Software - Infrastructure names. PANW ranks #1 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc This page	504,694	$80,912,542
2	VRNS	Varonis Systems Inc	3,579,668	$76,855,471
3	MDB	MongoDB, Inc.	267,458	$65,465,694
4	NET	Cloudflare, Inc.	294,208	$60,706,878

All Filings in PANW

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$80,912,542	504,694	+1803.9%	Shares	Sole	2026-05-15
2025-12-31	$4,882,773	26,508	+52.5%	Shares	Sole	2026-02-17
2025-06-30	$3,557,871	17,386	-83.6%	Shares	Sole	2025-08-14
2025-03-31	$18,110,193	106,131	-12.6%	Shares	Sole	2025-05-15
2024-12-31	$22,107,594	121,497	+75.1%	Shares	Sole	2025-02-14
2024-09-30	$11,860,801	69,402	-8.6%	Shares	Sole	2024-11-14
2024-06-30	$12,864,751	75,896	+2310.9%	Shares	Sole	2024-08-14
2024-03-31	$447,220	3,148	-97.6%	Shares	Sole	2024-05-15
2023-12-31	$19,146,558	129,860	-1.0%	Shares	Sole	2024-02-14
2023-09-30	$15,370,120	131,122	+77.2%	Shares	Sole	2023-11-14
2023-09-30	$8,674,280	74,000	-55.0%	Call	Sole	2023-11-14
2023-06-30	$21,017,997	164,518	+88.2%	Shares	Sole	2023-08-14
2023-06-30	$11,165,787	87,400	-63.2%	Call	Sole	2023-08-14
2023-03-31	$23,733,306	237,642	-43.7%	Shares	Sole	2023-05-15
2022-12-31	$29,475,801	422,471	-11.2%	Shares	Sole	2023-02-14
2022-09-30	$38,982,101	476,001	+255.1%	Shares	Sole	2022-11-14
2022-06-30	$11,035,849	134,055	+152.0%	Shares	Sole	2022-08-15
2022-03-31	$5,518,760	53,192	-14.5%	Shares	Sole	2022-05-16
2021-12-31	$5,776,290	62,249	-75.7%	Shares	Sole	2022-02-14
2021-09-30	$20,456,005	256,234	-31.1%	Shares	Sole	2021-11-15
2021-06-30	$22,998,680	371,896	-0.2%	Shares	Sole	2021-08-16
2021-03-31	$19,992,638	372,464	+0.6%	Shares	Sole	2021-05-17
2020-12-31	$21,919,460	370,063	-16.5%	Shares	Sole	2021-02-16
2020-09-30	$18,085,040	443,351	+75.3%	Shares	Sole	2020-11-16
2020-06-30	$9,680,582	252,900	-44.8%	Call	Sole	2020-08-14
2020-06-30	$17,547,691	458,424	+95.8%	Shares	Sole	2020-08-14
2020-03-31	$6,397,180	234,100	-62.7%	Call	Sole	2020-05-15
2020-03-31	$17,147,531	627,501	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.