SEC 13F Intelligence

Honeycomb Asset Management LP / PANW

Honeycomb Asset Management LP’s Palo Alto Networks Inc Position

Does Honeycomb Asset Management LP own Palo Alto Networks Inc (PANW)? Not currently — the last reported position was 75.0K shares worth $12M in Q3 2022; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$12M
Q3 2022
Shares
75.0K
% of Portfolio
+1.63%
Quarters Held
4
position exited

Position History PANW

Reported value by quarter
Q3 ’21: $7MQ3 ’21Q4 ’21: $45MQ4 ’21Q1 ’22: $28MQ1 ’22Q3 ’22: $12MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202275.0K$12M+1.63%
Q1 202245.0K$28M+3.59%
Q4 202180.0K$45M+2.97%
Q3 202115.0K$7M+0.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Honeycomb Asset Management LP’s full portfolio or all institutional holders of PANW.