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Disclosery

SCGE MANAGEMENT, L.P.: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SCGE MANAGEMENT, L.P. on PANW, newest first. How the timeline and the estimate are built.

SCGE MANAGEMENT, L.P. held 0 PANW shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,885,000 shares

    13F-HR 0000905148-26-000712 filed by SCGE MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F/A 1,885,000 shares
    Change vs previous 13F 0 shares

    7.49% of the 13F portfolio, value $383,823,700.

    13F-HR/A 0000905148-26-000710 filed by SCGE MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 1,885,000 shares
    Change vs previous 13F 0 shares

    8.09% of the 13F portfolio, value $385,746,400.

    13F-HR 0000905148-25-002966 filed by SCGE MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 1,885,000 shares
    Change vs previous 13F +437,000 shares

    9.27% of the 13F portfolio, value $321,656,400.

    13F-HR 0000905148-25-001751 filed by SCGE MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 1,448,000 shares
    Change vs previous 13F +913,000 shares

    4.87% of the 13F portfolio, value $263,478,080.

    13F-HR 0000905148-25-000649 filed by SCGE MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 535,000 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $182,863,000.

    13F-HR 0000905148-24-003146 filed by SCGE MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).