LongPANWJun 2026
Palo Alto Networks
Palo Alto Networks is positioned to benefit as rapid AI adoption expands enterprise attack surfaces and increases the sophistication of cyber threats. Fiscal third-quarter…
PANW
Which hedge funds are long PANW?
2 published ideas on Palo Alto Networks across 2 funds — 2 long and 0 short.
Palo Alto Networks hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Palo Alto Networks: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongPANWJun 2026
Palo Alto Networks, Inc.
Palo Alto Networks delivered strong quarterly results with accelerating organic growth, better-than-planned CyberArk integration and guidance above consensus expectations. TCW…