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Disclosery

TREMBLANT CAPITAL GROUP: PANW position timeline

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

TREMBLANT CAPITAL GROUP held 0 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -504,694 shares

    13F-HR 0001214659-26-010338 filed by TREMBLANT CAPITAL GROUP
    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 ended2026-03-31
    13F 504,694 shares
    Change vs previous 13F +478,186 shares

    2.6% of the 13F portfolio, value $80,912,542.

    13F-HR 0001214659-26-006414 filed by TREMBLANT CAPITAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 26,508 shares
    Change vs previous 13F +26,508 shares

    0.12% of the 13F portfolio, value $4,882,774.

    13F-HR 0001214659-26-001896 filed by TREMBLANT CAPITAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -17,386 shares

    13F-HR 0001214659-25-016493 filed by TREMBLANT CAPITAL GROUP
    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.

  5. period ended2025-06-30
    13F 17,386 shares
    Change vs previous 13F -88,745 shares

    0.34% of the 13F portfolio, value $3,557,871.

    13F-HR 0001214659-25-012118 filed by TREMBLANT CAPITAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 106,131 shares
    Change vs previous 13F -15,366 shares

    2.22% of the 13F portfolio, value $18,110,194.

    13F-HR 0001214659-25-007796 filed by TREMBLANT CAPITAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 121,497 shares
    Change vs previous 13F +52,095 shares

    2.32% of the 13F portfolio, value $22,107,594.

    13F-HR 0001214659-25-002775 filed by TREMBLANT CAPITAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 69,402 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $23,721,604.

    13F-HR 0001214659-24-018939 filed by TREMBLANT CAPITAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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