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Werlinich Asset Management, LLC → PANW

Werlinich Asset Management, LLC PANW Position History

Palo Alto Networks, Inc. • Technology

Quarters held
4
Latest value
$3.8M
Q3 2026
Peak value
$3.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.6M
Q1 2026$1.5M
Q2 2026$3.3M
Q3 2026$3.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.8M9.6K——
Q2 2026$3.3M9.6K——
Q1 2026$1.5M9.6K——
Q4 2025$1.6M8.4K——

Other funds holding PANW

Other Werlinich Asset Management, LLC positions

NVDA

NVIDIA CORPORATION

$45.8M
NVDA

NVIDIA CORPORATION

$41.1M
NVDA

NVIDIA CORPORATION

$40.5M
NVDA

NVIDIA CORPORATION

$35.9M
AMD

ADVANCED MICRO DEVICES INC

$23.7M
AMD

ADVANCED MICRO DEVICES INC

$22.9M
GLW

CORNING INC

$18.1M
MU

MICRON TECHNOLOGY INC

$12.2M