FTNT position history
The shares of Fortinet (FTNT) that Fundsmith LLP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 634,415 shares, $185M, 0.51% of portfolio
- 2021 Q4: 635,775 shares, $228M, 0.56% of portfolio, Add +0.2%
- 2022 Q1: 461,993 shares, $158M, 0.54% of portfolio, Reduce −27.3%
- 2022 Q2: 2,289,070 shares, $130M, 0.57% of portfolio, Add +395.5%
- 2022 Q3: 2,315,857 shares, $114M, 0.54% of portfolio, Add +1.2%
- 2022 Q4: 2,313,303 shares, $113M, 0.52% of portfolio, Reduce −0.1%
- 2023 Q1: 2,313,303 shares, $154M, 0.66% of portfolio
- 2023 Q2: 2,313,303 shares, $175M, 0.73% of portfolio
- 2023 Q3: 4,924,241 shares, $289M, 1.3% of portfolio, Add +112.9%
- 2023 Q4: 7,331,844 shares, $429M, 1.8% of portfolio, Add +48.9%
- 2024 Q1: 8,174,985 shares, $558M, 2.2% of portfolio, Add +11.5%
- 2024 Q2: 10,285,664 shares, $620M, 2.5% of portfolio, Add +25.8%
- 2024 Q3: 10,118,293 shares, $785M, 3.1% of portfolio, Reduce −1.6%
- 2024 Q4: 8,530,423 shares, $806M, 3.4% of portfolio, Reduce −15.7%
- 2025 Q1: 8,523,040 shares, $820M, 3.7% of portfolio, Reduce −0.1%
- 2025 Q2: 8,418,362 shares, $890M, 3.9% of portfolio, Reduce −1.2%
- 2025 Q3: 8,420,092 shares, $708M, 3.6% of portfolio, Add 0.0%
- 2025 Q4: 6,516,011 shares, $517M, 3.0% of portfolio, Reduce −22.6%
- 2026 Q1: 6,156,675 shares, $503M, 3.9% of portfolio, Reduce −5.5%
- 2026 Q2: 3,629,938 shares, $558M, 4.1% of portfolio, Reduce −41.0%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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