加载中…
PANW·Palo Alto Networks
appAI 核心数据实时读取 · 截至 2026-08-27
持有机构数
35 / 100
追踪的 100 位投资人中 35 位持有 PANW
合计仓位 $
$10.33B
13F 长仓 + 期间 13G/D 大宗申报去重合计
占全站 AI 敞口
0.4%
占 100 位投资人 AI 敞口总和的比例
最新一期动向 · 2026-Q2
加仓 ADD
Millennium
Norges Bank
T. Rowe Price
D.E. Shaw
Man Group
CPP Investments AI 持仓组合
Wellington Management AI 持仓组合
APG AI 持仓组合
广发基金 AI 持仓组合
Yarbrough Capital AI 持仓组合
易方达 AI 持仓组合
Ken Fisher
加文·贝克+$6.30B
MillenniumNorges BankT. Rowe PriceD.E. ShawMan GroupCPP Investments AI 持仓组合Wellington Management AI 持仓组合APG AI 持仓组合广发基金 AI 持仓组合Yarbrough Capital AI 持仓组合易方达 AI 持仓组合Ken Fisher加文·贝克减仓 TRIM
Holocene Advisors
Balyasny
AQR Capital
Baron Capital AI 持仓组合
Hudson Bay Capital AI 持仓组合
Adage Capital
淡马锡
Schonfeld AI 持仓组合
Verition Fund Management AI 持仓组合
Citadel
CDPQ AI 持仓组合
Fred Alger AI 持仓组合
Sands Capital
Atalanta Sosnoff AI 持仓组合
Marshall Wace
Jennison Associates AI 持仓组合+$283M
Holocene AdvisorsBalyasnyAQR CapitalBaron Capital AI 持仓组合Hudson Bay Capital AI 持仓组合Adage Capital淡马锡Schonfeld AI 持仓组合Verition Fund Management AI 持仓组合CitadelCDPQ AI 持仓组合Fred Alger AI 持仓组合Sands CapitalAtalanta Sosnoff AI 持仓组合Marshall WaceJennison Associates AI 持仓组合清仓 EXIT
本季无清仓 EXIT
—持有机构明细
默认按仓位 $ 降序 · 点表头切换排序| 投资人 | 仓位 $↓ | 占其 AI 敞口 | 最新 13F 行动 | 建仓季 |
|---|---|---|---|---|
Norges Bank Investment Management Norges Bank | $3.33B | 0.7% | ADD2026-Q2 | 早于 2020-Q1 |
Ken Fisher / Fisher Investments Fisher Asset Management, LLC | $1.96B | 1.5% | ADD2026-Q2 | 早于 2020-Q1 |
T. Rowe Price Associates T. Rowe Price Associates, Inc. | $1.42B | 0.3% | ADD2026-Q2 | 早于 2020-Q1 |
Wellington Management Wellington Management Group LLP | $946M | 0.5% | ADD2026-Q2 | 早于 2020-Q1 |
Ken Griffin / Citadel Citadel LLC | $511M | 1.6% | TRIM2026-Q2 | 早于 2020-Q1 |
Gavin Baker / Atreides Management Atreides Management LP | $299M | 2.9% | ADD2026-Q2 | 2026-Q1 |
Canada Pension Plan Investment Board Canada Pension Plan Investment Board | $293M | 0.4% | ADD2026-Q2 | 早于 2020-Q1 |
Cliff Asness / AQR Capital AQR Capital Management LLC | $266M | 0.4% | TRIM2026-Q2 | 早于 2020-Q1 |
Adage Capital Partners Adage Capital Partners GP, L.L.C. | $262M | 0.9% | TRIM2026-Q2 | 早于 2020-Q1 |
APG Asset Management APG Asset Management N.V. | $203M | 1.2% | ADD2026-Q2 | 早于 2020-Q1 |
Paul Marshall / Marshall Wace Marshall Wace, LLP | $165M | 0.6% | TRIM2026-Q2 | 早于 2020-Q1 |
Izzy Englander / Millennium Millennium Management LLC | $137M | 0.6% | ADD2026-Q2 | 早于 2020-Q1 |
Temasek Holdings Temasek Holdings (Private) Ltd | $101M | 0.7% | TRIM2026-Q2 | 早于 2020-Q1 |
Brandon Haley / Holocene Advisors Holocene Advisors LP | $101M | 0.7% | TRIM2026-Q2 | 早于 2020-Q1 |
David Shaw / D.E. Shaw D. E. Shaw & Co., Inc. | $63M | 0.1% | ADD2026-Q2 | 早于 2020-Q1 |
GF Fund Management GF Fund Management Co., Ltd. | $62M | 1.0% | ADD2026-Q2 | 早于 2020-Q1 |
Man Group plc Man Group plc | $52M | 0.3% | ADD2026-Q2 | 早于 2020-Q1 |
 Stan Druckenmiller / Duquesne Family Office Duquesne Family Office LLC | $40M | 3.0% | NEW2026-Q2 | 早于 2020-Q1 |
Nicholas Maounis / Verition Fund Management Verition Fund Management LLC | $22M | 1.4% | TRIM2026-Q2 | 早于 2020-Q1 |
E Fund Management E Fund Management Co., Ltd. | $18M | 0.6% | ADD2026-Q2 | 早于 2020-Q1 |
Dmitry Balyasny / Balyasny Asset Management Balyasny Asset Management LLC | $17M | 0.2% | TRIM2026-Q2 | 早于 2020-Q1 |
Jennison Associates (Sig Segalas legacy) Jennison Associates LLC | $15M | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
Caisse de depot et placement du Quebec Caisse de depot et placement du Quebec | $12M | 0.1% | TRIM2026-Q2 | 早于 2020-Q1 |
Yarbrough Capital Yarbrough Capital, LLC | $12M | 0.5% | ADD2026-Q2 | 早于 2020-Q1 |
Frank Sands / Sands Capital Sands Capital Management, LLC | $11M | 0.1% | TRIM2026-Q2 | 早于 2020-Q1 |
Ron Baron / Baron Capital BAMCO INC (Baron Capital Group) | $4M | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
 John Overdeck / David Siegel / Two Sigma Two Sigma Investments, LP | $3M | 0.0% | HOLD2026-Q1 | 早于 2020-Q1 |
 Ray Dalio / Bridgewater Bridgewater Associates, LP | $2M | 0.0% | NEW2026-Q1 | 早于 2020-Q1 |
Fred Alger Management Fred Alger Management, LLC | $2M | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
Atalanta Sosnoff Capital Atalanta Sosnoff Capital, LLC | $2M | 0.1% | TRIM2026-Q2 | 早于 2020-Q1 |
 Cathie Wood / ARK Invest ARK Investment Management LLC | $2M | 0.0% | HOLD90 天窗口 | 早于 2020-Q1 |
 Lee Ainslie / Maverick Capital Maverick Capital, Ltd. | $1M | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
Steven Schonfeld / Schonfeld Strategic Advisors Schonfeld Strategic Advisors LLC | $879149 | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
Sander Gerber / Hudson Bay Capital Hudson Bay Capital Management LP | $409224 | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
 DSM Capital Partners DSM Capital Partners LLC | $283388 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
* Cathie 走 90 天日度窗口对比，动作口径与季度 13F 略有差异
仓位动作明细
显示最近 200 条 · 共 210 条| 时间 | 投资人 | 动作 | Δ $ | Δ 股数 |
|---|---|---|---|---|
| 2026-Q2 | 减仓 | −$128M | −70.6K | |
| 2026-Q2 | 减仓 | −$110K | −7.6K | |
| 2026-Q2 | 加仓 | +$124M | +113.1K | |
| 2026-Q2 | 减仓 | −$47M | −602.9K | |
| 2026-Q2 | 减仓 | −$6M | −42.8K | |
| 2026-Q2 | 加仓 | +$209M | +315.2K | |
| 2026-Q2 | 减仓 | −$65M | −463.5K | |
| 2026-Q2 | 减仓 | −$799K | −7.2K | |
| 2026-Q2 | 清仓 | −$2M | −13.2K | |
| 2026-Q2 | 减仓 | −$34M | −253.0K | |
| 2026-Q2 | 减仓 | −$219M | −324.6K | |
| 2026-Q2 | 加仓 | +$213M | +360.1K | |
| 2026-Q2 | 加仓 | +$41M | +50.8K | |
| 2026-Q2 | 建仓 | +$283K | +831 | |
| 2026-Q2 | 建仓 | +$40M | +116.7K | |
| 2026-Q2 | 加仓 | +$10M | +3.6K | |
| 2026-Q2 | 加仓 | +$1.92B | +5.50M | |
| 2026-Q2 | 加仓 | +$36M | +22.0K | |
| 2026-Q2 | 清仓 | −$158K | −987 | |
| 2026-Q2 | 减仓 | −$89M | −889.1K | |
| 2026-Q2 | 减仓 | −$616K | −5.2K | |
| 2026-Q2 | 减仓 | −$8M | −3.2K | |
| 2026-Q2 | 加仓 | +$33M | +32.4K | |
| 2026-Q2 | 减仓 | −$73M | −90.0K | |
| 2026-Q2 | 建仓 | +$1M | +3.7K | |
| 2026-Q2 | 加仓 | +$104M | +192.2K | |
| 2026-Q2 | 加仓 | +$1.91B | +2.07M | |
| 2026-Q2 | 减仓 | −$15M | −129.8K | |
| 2026-Q2 | 清仓 | −$350K | −2.2K | |
| 2026-Q2 | 减仓 | −$655K | −7.0K | |
| 2026-Q2 | 加仓 | +$1.01B | +1.62M | |
| 2026-Q2 | 减仓 | −$27M | −166.6K | |
| 2026-Q2 | 减仓 | −$8M | −122.6K | |
| 2026-Q2 | 加仓 | +$682M | +1.13M | |
| 2026-Q2 | 清仓 | −$0 | +0 | |
| 2026-Q2 | 加仓 | +$7M | +3.0K | |
| 2026-Q1 | 加仓 | +$89M | +590.1K | |
| 2026-Q1 | 减仓 | −$256M | −1.19M | |
| 2026-Q1 | 建仓 | +$90M | +561.8K | |
| 2026-Q1 | 加仓 | +$70M | +448.7K | |
| 2026-Q1 | 建仓 | +$3M | +17.9K | |
| 2026-Q1 | 建仓 | +$2M | +13.2K | |
| 2026-Q1 | 减仓 | −$10M | −39.6K | |
| 2026-Q1 | 加仓 | +$40M | +249.5K | |
| 2026-Q1 | 加仓 | +$145M | +940.7K | |
| 2026-Q1 | 减仓 | −$6M | −28.6K | |
| 2026-Q1 | 减仓 | −$11M | −44.4K | |
| 2026-Q1 | 减仓 | −$266M | −1.37M | |
| 2026-Q1 | 减仓 | −$996K | −11.7K | |
| 2026-Q1 | 减仓 | −$4M | −1.9K | |
| 2026-Q1 | 减仓 | −$392M | −1.80M | |
| 2026-Q1 | 建仓 | +$74M | +464.1K | |
| 2025-Q4 | 加仓 | +$27M | +155.9K | |
| 2025-Q4 | 加仓 | +$47M | +478.2K | |
| 2025-Q4 | 加仓 | +$6M | +37.0K | |
| 2025-Q4 | 清仓 | −$18M | −89.1K | |
| 2025-Q4 | 减仓 | −$7M | −20.0K | |
| 2025-Q4 | 减仓 | −$164K | −127 | |
| 2025-Q4 | 减仓 | −$40M | −171.8K | |
| 2025-Q4 | 加仓 | +$3M | +24.0K | |
| 2025-Q4 | 减仓 | −$38M | −172.0K | |
| 2025-Q4 | 加仓 | +$9M | +229.1K | |
| 2025-Q4 | 加仓 | +$739M | +4.38M | |
| 2025-Q4 | 减仓 | −$10M | −31.7K | |
| 2025-Q4 | 减仓 | −$128M | −214.6K | |
| 2025-Q4 | 清仓 | −$7M | −35.4K | |
| 2025-Q3 | 减仓 | −$96M | −469.5K | |
| 2025-Q3 | 加仓 | +$31M | +143.9K | |
| 2025-Q3 | 加仓 | +$3M | +16.3K | |
| 2025-Q3 | 减仓 | −$296M | −1.44M | |
| 2025-Q3 | 加仓 | +$36M | +175.2K | |
| 2025-Q3 | 加仓 | +$238K | +1.2K | |
| 2025-Q3 | 建仓 | +$85M | +415.6K | |
| 2025-Q3 | 加仓 | +$3M | +13.2K | |
| 2025-Q3 | 减仓 | −$24M | −116.4K | |
| 2025-Q3 | 加仓 | +$347M | +1.71M | |
| 2025-Q3 | 加仓 | +$8M | +39.8K | |
| 2025-Q3 | 加仓 | +$119M | +602.8K | |
| 2025-Q3 | 加仓 | +$3M | +15.0K | |
| 2025-Q2 | 加仓 | +$20M | +2.6K | |
| 2025-Q2 | 加仓 | +$115M | +279.3K | |
| 2025-Q2 | 减仓 | −$20M | −119.0K | |
| 2025-Q2 | 加仓 | +$169M | +685.1K | |
| 2025-Q2 | 减仓 | −$12M | −73.9K | |
| 2025-Q2 | 减仓 | −$143K | −2.0K | |
| 2025-Q2 | 加仓 | +$3M | +9.8K | |
| 2025-Q2 | 加仓 | +$60M | +259.4K | |
| 2025-Q2 | 减仓 | −$28M | −165.2K | |
| 2025-Q2 | 减仓 | −$109M | −1.29M | |
| 2025-Q2 | 建仓 | +$32M | +154.9K | |
| 2025-Q2 | 加仓 | +$146M | +69.7K | |
| 2025-Q2 | 建仓 | +$4M | +20.4K | |
| 2025-Q1 | 加仓 | +$4M | +11.9K | |
| 2025-Q1 | 加仓 | +$97M | +668.3K | |
| 2025-Q1 | 加仓 | +$20M | +118.0K | |
| 2025-Q1 | 加仓 | +$144M | +845.1K | |
| 2025-Q1 | 减仓 | −$15M | −74.1K | |
| 2025-Q1 | 清仓 | −$16M | −87.4K | |
| 2025-Q1 | 加仓 | +$546K | +3.5K | |
| 2025-Q1 | 减仓 | −$1.04B | −5.73M | |
| 2025-Q1 | 加仓 | +$4M | +33.1K | |
| 2025-Q1 | 加仓 | +$11M | +73.6K | |
| 2025-Q1 | 减仓 | −$186M | −738.0K | |
| 2025-Q1 | 加仓 | +$263M | +1.69M | |
| 2024-Q4 | 加仓 | +$6M | +1.5K | |
| 2024-Q4 | 加仓 | +$101M | +524.8K | |
| 2024-Q4 | 减仓 | −$118M | −689.8K | |
| 2024-Q4 | 建仓 | +$567K | +3.1K | |
| 2024-Q4 | 减仓 | −$9M | −63.2K | |
| 2024-Q4 | 减仓 | −$50K | −591 | |
| 2024-Q4 | 减仓 | −$28M | −534.7K | |
| 2024-Q4 | 减仓 | −$11M | −77.3K | |
| 2024-Q4 | 减仓 | −$46M | −275.9K | |
| 2024-Q4 | 加仓 | +$385M | +1.91M | |
| 2024-Q4 | 加仓 | +$32M | +45.2K | |
| 2024-Q4 | 建仓 | +$5M | +24.9K | |
| 2024-Q3 | 减仓 | −$9M | −29.7K | |
| 2024-Q3 | 加仓 | +$59M | +174.6K | |
| 2024-Q3 | 加仓 | +$79M | +229.8K | |
| 2024-Q3 | 减仓 | −$43M | −126.3K | |
| 2024-Q3 | 减仓 | −$15M | −45.3K | |
| 2024-Q3 | 加仓 | +$237K | +677 | |
| 2024-Q3 | 加仓 | +$365M | +1.05M | |
| 2024-Q3 | 加仓 | +$25M | +72.2K | |
| 2024-Q3 | 加仓 | +$64M | +186.5K | |
| 2024-Q3 | 清仓 | −$3M | −9.3K | |
| 2024-Q3 | 减仓 | −$324M | −968.7K | |
| 2024-Q3 | 加仓 | +$24M | +62.2K | |
| 2024-Q2 | 加仓 | +$24M | +25.6K | |
| 2024-Q2 | 减仓 | −$11M | −51.2K | |
| 2024-Q2 | 加仓 | +$37M | +105.7K | |
| 2024-Q2 | 清仓 | −$503K | −1.8K | |
| 2024-Q2 | 加仓 | +$14M | +2.2K | |
| 2024-Q2 | 减仓 | −$9M | −49.8K | |
| 2024-Q2 | 减仓 | −$135K | −844 | |
| 2024-Q2 | 减仓 | −$89M | −717.8K | |
| 2024-Q2 | 加仓 | +$4M | +3.5K | |
| 2024-Q2 | 减仓 | −$101M | −357.5K | |
| 2024-Q2 | 减仓 | −$260K | −889 | |
| 2024-Q2 | 减仓 | −$436M | −2.05M | |
| 2024-Q2 | 加仓 | +$84M | +100.0K | |
| 2024-Q2 | 清仓 | −$91M | −319.9K | |
| 2024-Q1 | 加仓 | +$4M | +22.4K | |
| 2024-Q1 | 减仓 | −$17M | −55.0K | |
| 2024-Q1 | 减仓 | −$25M | −83.2K | |
| 2024-Q1 | 减仓 | −$3M | −8.6K | |
| 2024-Q1 | 加仓 | +$65M | +230.0K | |
| 2024-Q1 | 加仓 | +$20M | +74.0K | |
| 2024-Q1 | 加仓 | +$225K | +862 | |
| 2024-Q1 | 加仓 | +$28M | +198.1K | |
| 2024-Q1 | 加仓 | +$1M | +5.2K | |
| 2024-Q1 | 减仓 | −$4M | −981 | |
| 2024-Q1 | 加仓 | +$499K | +2.1K | |
| 2024-Q1 | 减仓 | −$217M | −564.4K | |
| 2024-Q1 | 减仓 | −$61M | −174.1K | |
| 2024-Q1 | 减仓 | −$46M | −145.1K | |
| 2023-Q4 | 减仓 | −$6M | −92.2K | |
| 2023-Q4 | 加仓 | +$37M | +112.4K | |
| 2023-Q4 | 减仓 | −$90M | −407.7K | |
| 2023-Q4 | 减仓 | −$60M | −259.8K | |
| 2023-Q4 | 建仓 | +$19M | +64.7K | |
| 2023-Q4 | 加仓 | +$164K | +212 | |
| 2023-Q4 | 加仓 | +$437M | +1.19M | |
| 2023-Q4 | 减仓 | −$1M | −3.9K | |
| 2023-Q4 | 减仓 | −$104M | −534.8K | |
| 2023-Q4 | 加仓 | +$1M | +3.0K | |
| 2023-Q4 | 加仓 | +$8M | +3.4K | |
| 2023-Q4 | 加仓 | +$132M | +284.3K | |
| 2023-Q4 | 减仓 | −$6M | −146.1K | |
| 2023-Q3 | 加仓 | +$11M | +70.6K | |
| 2023-Q3 | 加仓 | +$9M | +39.8K | |
| 2023-Q3 | 加仓 | +$5M | +61.2K | |
| 2023-Q3 | 减仓 | −$254M | −970.7K | |
| 2023-Q3 | 加仓 | +$22K | +52 | |
| 2023-Q3 | 清仓 | −$75M | −294.3K | |
| 2023-Q3 | 减仓 | −$201M | −668.6K | |
| 2023-Q3 | 清仓 | −$11M | −43.2K | |
| 2023-Q3 | 加仓 | +$2M | +11.2K | |
| 2023-Q3 | 加仓 | +$208M | +886.5K | |
| 2023-Q3 | 建仓 | +$1M | +5.1K | |
| 2023-Q3 | 加仓 | +$14M | +63.8K | |
| 2023-Q3 | 清仓 | −$185M | −724.4K | |
| 2023-Q3 | 加仓 | +$70M | +339.8K | |
| 2023-Q3 | 减仓 | −$72M | −231.7K | |
| 2023-Q2 | 减仓 | −$86M | −777.9K | |
| 2023-Q2 | 加仓 | +$136M | +96.3K | |
| 2023-Q2 | 加仓 | +$7M | +25.3K | |
| 2023-Q2 | 建仓 | +$2M | +8.2K | |
| 2023-Q2 | 清仓 | −$51M | −257.7K | |
| 2023-Q2 | 减仓 | −$38M | −46.0K | |
| 2023-Q1 | 减仓 | −$221K | −34.0K | |
| 2023-Q1 | 建仓 | +$51M | +257.7K | |
| 2023-Q1 | 加仓 | +$107M | +385.8K | |
| 2022-Q4 | 清仓 | −$42M | −258.5K | |
| 2022-Q4 | 减仓 | −$10M | −45.6K | |
| 2022-Q4 | 加仓 | +$11M | +5.7K | |
| 2022-Q3 | 减仓 | −$5M | −28.5K | |
| 2022-Q3 | 加仓 | +$26K | +648 | |
| 2022-Q3 | 减仓 | −$51M | −308.7K | |
| 2022-Q2 | 建仓 | +$25M | +51.4K |
