Position in FTNT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,002,972
+$3,792,536 QoQ
Shares Held
48,984
+1748.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026AXQ CAPITAL, LP holds $25,864,037 across 32 Software - Infrastructure names. FTNT ranks #1 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
This page
|
48,984 | $4,002,972 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
26,499 | $3,876,273 | |
| 3 | S |
SentinelOne, Inc.
|
210,636 | $2,712,991 | |
| 4 | MSFT |
Microsoft Corp
|
5,570 | $2,061,846 | |
| 5 | RBRK |
Rubrik, Inc.
|
41,443 | $2,029,463 | |
| 6 | VRSN |
Verisign Inc/Ca
|
7,731 | $1,920,071 | |
| 7 | FOUR |
Shift4 Payments, Inc.
|
27,618 | $1,207,735 | |
| 8 | ZS |
Zscaler, Inc.
|
6,957 | $975,997 |
All Filings in FTNT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,002,972 | 48,984 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $210,436 | 2,650 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $280,743 | 3,339 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $510,733 | 4,831 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $626,460 | 6,508 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $216,831 | 2,295 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $282,282 | 3,640 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $653,929 | 10,850 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $942,678 | 13,800 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $463,477 | 9,480 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||