Rheos Capital Works Inc. / PANW
Rheos Capital Works Inc.’s Palo Alto Networks Inc Position
Does Rheos Capital Works Inc. own Palo Alto Networks Inc (PANW)? Not currently — the last reported position was 57.7K shares worth $12M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$12M
Q3 2025
Shares
57.7K
% of Portfolio
+0.66%
Quarters Held
16
position exited
Position History PANW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 57.7K | $12M | +0.66% |
| Q2 2025 | 57.7K | $12M | +0.68% |
| Q1 2025 | 80.2K | $14M | +1.11% |
| Q4 2024 | 108.2K | $20M | +1.09% |
| Q3 2024 | 31.0K | $11M | +0.55% |
| Q2 2024 | 65.0K | $22M | +1.15% |
| Q1 2024 | 112.0K | $32M | +1.52% |
| Q4 2023 | 158.0K | $47M | +2.57% |
| Q3 2023 | 158.0K | $37M | +2.23% |
| Q2 2023 | 280.6K | $72M | +3.86% |
| Q1 2023 | 245.7K | $49M | +2.73% |
| Q4 2022 | 31.5K | $4M | +0.26% |
| Q3 2022 | 36.0K | $6M | +0.40% |
| Q2 2022 | 8.5K | $4M | +0.32% |
| Q2 2020 | 28.9K | $7M | +0.46% |
| Q1 2020 | 25.5K | $4M | +0.44% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rheos Capital Works Inc.’s full portfolio or all institutional holders of PANW.