Position in FTNT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$394,188
-$132,538 QoQ
Shares Held
2,566
-61.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,045
of 1,560 holders
Holding Since
Sep 2025
3 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, 2026Polymer Capital Management (US) LLC holds $17,436,877 across 22 Software - Infrastructure names. FTNT ranks #17 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWV |
CoreWeave, Inc.
|
40,000 | $3,981,600 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
8,932 | $1,704,091 | |
| 3 | STNE |
StoneCo Ltd.
|
135,589 | $1,469,784 | |
| 4 | ORCL |
Oracle Corp
|
10,004 | $1,466,086 | |
| 5 | APPN |
Appian Corp
|
36,214 | $829,300 | |
| 6 | TENB |
Tenable Holdings, Inc.
|
20,324 | $749,549 | |
| 7 | CORZ |
Core Scientific, Inc./tx
|
29,006 | $742,263 | |
| 8 | VRNS |
Varonis Systems Inc
|
16,740 | $702,410 |
All Filings in FTNT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,188 | 2,566 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $526,726 | 6,633 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $613,531 | 7,297 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||