Holocene Advisors, LP

Position in FTNT — Fortinet, Inc.

CIK 1700574 New York, NY

Position in FTNT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$63,310,363

+$18,602,533 QoQ

Shares Held

774,723

+37.6% QoQ

Ownership

0.106%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Holocene Advisors, LP holds $1,331,722,751 across 25 Software - Infrastructure names. FTNT ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLTR	Palantir Technologies Inc.	3,411,000	$498,961,080
2	MSFT	Microsoft Corp	1,118,000	$413,850,060
3	PANW	Palo Alto Networks Inc	1,184,439	$189,889,260
4	FTNT	Fortinet, Inc. This page	774,723	$63,310,363
5	PAYP	PayPay Corp	1,781,290	$38,012,728
6	RBRK	Rubrik, Inc.	555,713	$27,213,265
7	ORCL	Oracle Corp	179,752	$26,443,316
8	VRSN	Verisign Inc/Ca	89,537	$22,237,409

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$29,503,781	431,670	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.