PANWPALO ALTO NETWORKS INC

CUSIP: 697435105

Guru Owners

$46.5M

Total Value Held

252,712

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Mairs & Power	Mairs & Power	220647	$40.6M	0.39%	$184.20	Q4 2025
FPA Queens Road	Bragg Financial Advisors	29425	$5.4M	0.18%	$184.20	Q4 2025
Bill Nygren	Harris Associates	2640	$486K	0.00%	$184.20	Q4 2025

Mairs & Power

$40.6M

0.39%

FPA Queens Road

$5.4M

0.18%

Bill Nygren

$486K

0.00%

📊 Fundamentals

Market Cap$144.5B

P/E Ratio98.3x

Above market avg

Forward P/E44.6x

P/FCF50.5x

EPS (TTM)$1.80

Revenue (TTM)$9.9B

Profit Margin12.96%

Beta0.77

52-Week Range

$139.57

$223.61

Current: $177.03

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 98.3x trailing earnings → 44.6x forward · 13.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '253 owners · $46.5M

INCREASEDMairs & Power$40.6M

INCREASEDFPA Queens Road$5.4M

NEWBill Nygren$486K

SOLDRay Dalio

Q3 '253 owners · $46.0M

NEWMairs & Power$22.7M

INCREASEDRay Dalio$18.1M

INCREASEDFPA Queens Road$5.2M

Q2 '252 owners · $317.9M

REDUCEDRay Dalio$313.8M

REDUCEDFPA Queens Road$4.1M

Q1 '252 owners · $146.1M

INCREASEDRay Dalio$144.7M

NEWFPA Queens Road$1.4M

SOLDStanley Druckenmiller

Q4 '242 owners · $16.5M

INCREASEDStanley Druckenmiller$15.9M

NEWRay Dalio$567K

Q3 '241 owners · $14.9M

REDUCEDStanley Druckenmiller$14.9M

SOLDLee Ainslie

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

20%analyst est. 20.0%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

28.9%current: 28.9%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

PANW: Held by 3 superinvestors · 32 congress member trades

BUYDan NewhouseR

$1,001 - $15,0002025-12-11

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-10-24

SELLRo KhannaD

$1,001 - $15,0002025-08-26

SELLVal HoyleD

$1,001 - $15,0002025-08-19

SELLRo KhannaD

$1,001 - $15,0002025-08-04

SELLRo KhannaD

$1,001 - $15,0002025-07-25

SELLLisa McClainR

$1,001 - $15,0002025-07-16

BUYLisa McClainR

$1,001 - $15,0002025-07-10

BUYRo KhannaD

$1,001 - $15,0002025-07-01

SELLRo KhannaD

$1,001 - $15,0002025-06-23

SELLLisa McClainR

$1,001 - $15,0002025-06-09

SELLRo KhannaD

$1,001 - $15,0002025-05-28

SELLJefferson ShreveR

$15,001 - $50,0002025-05-12

BUYJefferson ShreveR

$15,001 - $50,0002025-05-08

BUYMarjorie Taylor GreeneR

$1,001 - $15,0002025-05-05

SELLRo KhannaD

$1,001 - $15,0002025-04-09

SELLJulie JohnsonD

$1,001 - $15,0002025-04-07

SELLJefferson ShreveR

$15,001 - $50,0002025-04-07

SELLGil CisnerosD

$1,001 - $15,0002025-03-19

SELLGil CisnerosD

$1,001 - $15,0002025-03-18