Holocene Advisors, LP

Position in FTNT — Fortinet, Inc.

CIK 1700574 New York, NY

Position in FTNT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$86,488,060

+$23,177,697 QoQ

Shares Held

563,000

-27.3% QoQ

Ownership

0.077%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#109

of 1,567 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Holocene Advisors, LP holds $2,548,772,348 across 24 Software - Infrastructure names. FTNT ranks #7 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	4,277,000	$1,595,406,540
2	PLTR	Palantir Technologies Inc.	2,734,000	$318,975,780
3	VRSN	Verisign Inc/Ca	496,573	$124,917,903
4	CRWD	CrowdStrike Holdings, Inc.	554,580	$105,805,545
5	PANW	Palo Alto Networks Inc	295,304	$100,704,570
6	OKTA	Okta, Inc.	635,447	$86,706,743
7	FTNT	Fortinet, Inc. This page	563,000	$86,488,060
8	RBRK	Rubrik, Inc.	525,000	$42,147,000

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$86,488,060	563,000	-27.3%	Shares	Sole	2026-08-14
2026-03-31	$63,310,363	774,723	+37.6%	Shares	Sole	2026-05-15
2025-12-31	$44,707,830	563,000	0.0%	Shares	Sole	2026-02-17
2025-09-30	$47,337,040	563,000	0.0%	Shares	Sole	2025-11-14
2025-06-30	$59,520,360	563,000	0.0%	Shares	Sole	2025-08-14
2025-03-31	$54,194,380	563,000	-23.9%	Shares	Sole	2025-05-15
2024-12-31	$69,884,682	739,677	-53.5%	Shares	Sole	2025-02-14
2024-03-31	$108,586,464	1,589,613	-43.0%	Shares	Sole	2024-05-15
2023-12-31	$163,245,496	2,789,091	+153.7%	Shares	Sole	2024-02-14
2023-06-30	$83,093,970	1,099,272	-39.3%	Shares	Sole	2023-08-14
2023-03-31	$120,429,175	1,812,055	-22.2%	Shares	Sole	2023-05-15
2022-09-30	$114,500,363	2,330,559	+288.7%	Shares	Sole	2022-11-14
2022-06-30	$33,927,857	599,644	+38.9%	Shares	Sole	2022-08-15
2022-03-31	$147,518,905	431,670	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.