Position in FTNT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$14,401,567
+$13,526,206 QoQ
Shares Held
93,748
+1032.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#11
of 141 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Derivatives in FTNT
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$378,022
PutShares
5,534
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Curated Wealth Partners LLC holds $599,811,129 across 24 Software - Infrastructure names. FTNT ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
1,073,881 | $366,214,897 | |
| 2 | MSFT |
Microsoft Corp
|
236,411 | $88,186,028 | |
| 3 | ORCL |
Oracle Corp
|
198,382 | $29,072,881 | |
| 4 | SNPS |
Synopsys Inc
|
44,214 | $19,722,537 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
134,171 | $15,653,730 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
93,748 | $14,401,567 | |
| 7 | AKAM |
Akamai Technologies Inc
|
90,395 | $10,685,592 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
55,231 | $10,537,245 |
All Filings in FTNT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,401,567 | 93,748 | Shares | Other | 2026-07-13 | |
| 2025-06-30 | $875,361 | 8,280 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $744,185 | 7,731 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $708,221 | 7,496 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $439,164 | 5,663 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $333,533 | 5,534 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $378,022 | 5,534 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $344,389 | 5,884 | Shares | Other | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||