Atreides Management, LP: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atreides Management, LP on PANW, newest first. How the timeline and the estimate are built.

Atreides Management, LP held 876,954 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 876,954 shares
Change vs previous 13F +315,157 shares
2.68% of the 13F portfolio, value $299,058,853.
13F-HR 0001777813-26-000009 filed by Atreides Management, LP
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 561,797 shares
Change vs previous 13F not available
2.19% of the 13F portfolio, value $90,067,295.
13F-HR 0001777813-26-000006 filed by Atreides Management, LP
Filed 2026-05-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).