Cybersecurity

theme

Summary

In the Cybersecurity theme, tracked hedge-fund managers hold 6 stocks, a combined reported value of ~$1.10T; most concentrated in S, PANW, CRWD. 12 managers hold positions here. From public SEC 13F filings, delayed up to ~45 days.

Constituents

6stocks

Tracked gurus

12(13F)

Board total value

$1.10T

Largest holding

SSENTINELONE INC -CLASS A

Data delay: 13F filings lag up to ~45 days and cover only some long positions. For research only.

Stocks in this boardranked by tracked-guru holding value

SSENTINELONE INC -CLASS A$992.12B

IE SC KG

PANWPALO ALTO NETWORKS INC$32.48B

Technology

KG IE JG

CRWDCROWDSTRIKE HOLDINGS INC - A$31.43B

Technology

KG IE CW

FTNTFORTINET INC$21.64B

Technology

TS KG JG

NETNETWORKS ASSOCIATES INC$13.85B

Technology

KG SC IE

ZSZSCALER INC$8.12B

Technology

CC KG IE

Gurus most invested in this boardby value held in this board

1Ken Griffin6 stocks$1.04B 2Izzy Englander6 stocks$267.35M 3Chase Coleman1 stocks$221.63M 4Steven Cohen2 stocks$168.92M 5Terry Smith1 stocks$135.64M 6Cathie Wood3 stocks$80.97M 7Joel Greenblatt6 stocks$80.10M 8Renaissance Technologies2 stocks$37.35M 9Stanley Druckenmiller1 stocks$10.84M 10Ray Dalio3 stocks$5.48M 11Duan Yongping1 stocks$3.90M 12George Soros1 stocks$2.22M

Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.