Position in FTNT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,926,768
+$1,198,554 QoQ
Shares Held
19,052
-9.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#552
of 1,560 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LBP AM SA holds $816,284,086 across 17 Software - Infrastructure names. FTNT ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,423,828 | $531,116,319 | |
| 2 | PANW |
Palo Alto Networks Inc
|
163,833 | $55,870,328 | |
| 3 | ZS |
Zscaler, Inc.
|
348,151 | $49,141,513 | |
| 4 | CRWV |
CoreWeave, Inc.
|
480,730 | $47,851,864 | |
| 5 | ORCL |
Oracle Corp
|
326,165 | $47,799,480 | |
| 6 | NET |
Cloudflare, Inc.
|
107,023 | $26,250,600 | |
| 7 | NTAP |
NetApp, Inc.
|
113,687 | $17,594,199 | |
| 8 | GEN |
Gen Digital Inc.
|
497,836 | $12,391,138 |
All Filings in FTNT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,926,768 | 19,052 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,728,214 | 21,148 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $340,430 | 4,287 | Shares | Sole | 2026-01-26 | |
| 2024-03-31 | $883,863 | 12,939 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $834,228 | 14,253 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $836,366 | 14,253 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $391,027 | 5,173 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,238,548 | 18,636 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $995,107 | 20,354 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||