← Top Holdings

PANWPALO ALTO NETWORKS INC

CUSIP: 697435105

3

Guru Owners

$92.7M

Total Value Held

578,244

Total Shares

$85.4M
0.87%
$5.2M
0.16%
$2.1M
0.01%

📊 Fundamentals

Market Cap$274.7B
P/E Ratio293.1x
Above market avg
Forward P/E81.8x
P/FCF76.7x
EPS (TTM)$1.15
Revenue (TTM)$10.6B
Profit Margin7.95%
Beta0.91

52-Week Range

$139.57
$368.17

Current: $337.04

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 293.1x trailing earnings → 81.8x forward · 7.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$79.5M$158.9M$238.4M$317.9MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '263 owners · $92.7M
INCREASEDMairs & Power$85.4M
INCREASEDFPA Queens Road$5.2M
NEWRay Dalio$2.1M
SOLDBill Nygren
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
SOLDMairs & Power
Q1 '253 owners · $151.3M
INCREASEDRay Dalio$144.7M
INCREASEDMairs & Power$5.2M
INCREASEDFPA Queens Road$1.4M
SOLDStanley Druckenmiller
Q4 '244 owners · $6.2M
INCREASEDMairs & Power$5.3M
NEWRay Dalio$567K
NEWFPA Queens Road$262K
INCREASEDStanley Druckenmiller$16K

💰 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
21%analyst est. 20.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
33.7%current: 33.7%
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
PANW Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker