Position in FTNT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$311,080
+$94,911 QoQ
Shares Held
2,025
-21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,137
of 1,560 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026THOROUGHBRED FINANCIAL SERVICES, LLC holds $64,661,853 across 14 Software - Infrastructure names. FTNT ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
109,556 | $40,866,579 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
50,400 | $9,615,564 | |
| 3 | CRWV |
CoreWeave, Inc.
|
25,675 | $2,555,689 | |
| 4 | PANW |
Palo Alto Networks Inc
|
6,750 | $2,301,885 | |
| 5 | ORCL |
Oracle Corp
|
14,864 | $2,178,319 | |
| 6 | TWLO |
Twilio Inc
|
10,401 | $2,146,038 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
12,954 | $1,511,343 | |
| 8 | NET |
Cloudflare, Inc.
|
4,152 | $1,018,402 |
All Filings in FTNT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,080 | 2,025 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $216,169 | 2,571 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $313,671 | 2,967 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $576,982 | 5,994 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $487,044 | 5,155 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $399,770 | 5,155 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $310,691 | 5,155 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $316,354 | 5,405 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $317,165 | 5,405 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||