Ardmore Road Asset Management LP

Position in FTNT — Fortinet, Inc.

CIK 1835730 WESTPORT, CT

Position in FTNT

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

Position Value

$6,605,660

-$19,642,804 QoQ

Shares Held

43,000

-86.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#398

of 1,560 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ardmore Road Asset Management LP holds $150,010,347 across 5 Software - Infrastructure names. FTNT ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTNX	Nutanix, Inc.	865,400	$44,100,784
2	MSFT	Microsoft Corp	117,300	$43,755,246
3	MDB	MongoDB, Inc.	113,960	$38,279,164
4	CRWV	CoreWeave, Inc.	173,493	$17,269,493
5	FTNT	Fortinet, Inc. This page	43,000	$6,605,660

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,605,660	43,000	-86.6%	Shares	Sole	2026-08-14
2026-03-31	$26,248,464	321,200	+18.2%	Shares	Sole	2026-05-15
2025-12-31	$21,579,508	271,748	+8.7%	Shares	Sole	2026-02-17
2025-09-30	$21,020,000	250,000	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.