South Street Advisors LLC

Position in FTNT — Fortinet, Inc.

CIK 1399706 New York, NY

Position in FTNT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$384,050

+$179,750 QoQ

Shares Held

2,500

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,051

of 1,560 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

South Street Advisors LLC holds $16,670,529 across 5 Software - Infrastructure names. FTNT ranks #3 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	40,785	$15,213,620
2	PLTR	Palantir Technologies Inc.	4,600	$536,682
3	FTNT	Fortinet, Inc. This page	2,500	$384,050
4	PANW	Palo Alto Networks Inc	912	$311,010
5	NET	Cloudflare, Inc.	918	$225,167

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$384,050	2,500	0.0%	Shares	Sole	2026-08-05
2026-03-31	$204,300	2,500	0.0%	Shares	Sole	2026-05-13
2025-09-30	$210,200	2,500	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.