Dsm Capital Partners LLC / FTNT
Dsm Capital Partners LLC’s Fortinet Inc Position
Does Dsm Capital Partners LLC own Fortinet Inc (FTNT)? Not currently — the last reported position was 2.53M shares worth $267M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$267M
Q2 2025
Shares
2.53M
% of Portfolio
+3.95%
Quarters Held
12
position exited
Position History FTNT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 2.53M | $267M | +3.95% |
| Q1 2025 | 2.45M | $236M | +4.12% |
| Q4 2024 | 2.43M | $230M | +3.55% |
| Q3 2024 | 1.91M | $148M | +2.26% |
| Q2 2024 | 2.00M | $121M | +1.75% |
| Q1 2024 | 2.19M | $150M | +2.05% |
| Q4 2023 | 1.69M | $99M | +1.51% |
| Q3 2023 | 1.29M | $76M | +1.28% |
| Q3 2021 | 173 | $51,000 | 0.00% |
| Q2 2021 | 715.6K | $170M | +1.64% |
| Q1 2021 | 745.8K | $138M | +1.46% |
| Q4 2020 | 748.2K | $111M | +1.19% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dsm Capital Partners LLC’s full portfolio or all institutional holders of FTNT.