DISCOVERY CAPITAL MANAGEMENT, LLC / CT

Position in PANW — Palo Alto Networks Inc

CIK 1389507 SOUTH NORWALK, CT

Position in PANW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,469,537

-$630,163 QoQ

Shares Held

10,174

-79.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,123

of 2,892 holders

Holding Since

Sep 2021

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

DISCOVERY CAPITAL MANAGEMENT, LLC / CT holds $8,813,744 across 3 Software - Infrastructure names. PANW ranks #1 (39.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc This page	10,174	$3,469,537
2	NET	Cloudflare, Inc.	10,932	$2,681,400
3	RBRK	Rubrik, Inc.	33,169	$2,662,807

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,469,537	10,174	+22.6%	Shares	Sole	2026-08-14
2022-06-30	$4,099,700	8,300	-22.0%	Shares	Sole	2022-08-15
2022-03-31	$6,627,866	10,647	-33.1%	Shares	Sole	2022-05-16
2021-09-30	$7,621,844	15,912	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.