Position
Sunpointe, LLC in Palo Alto Networks Inc
Back to the book · All holders of PANW
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$40K$184.20 → $160.32
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.76K | $324K | — | — | — | 0.1% |
| Q1 2026 | 1.68K | $268.9K | $160.32 | −$40K | −$15.1K | 0.1% |