Sector: —
Application delivery and network security
2 tracked filer(s) hold this · 1 opened, 1 added, 0 trimmed in 30-JUN-2026
Aggregate 13FScore 78 — mean of 2 scored holder(s) · buyers (new/add) avg 78. Higher = the smart money in this name has the better track record.
Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
1 disclosed trade(s) by 1 filer(s).
| Report | Date | Stance |
|---|
| #128 — Protection Matters: Cybersecurity's Winners and Losers | 2026-08-07 | LONG |
| #127 — All Along the AI Watchtower | 2026-07-20 | LONG |
| #120 — Agentic Utilities: Always On, Never Prompted | 2026-03-25 | LONG |
| #104 — State of the Themes: Long GOOGL, Asian Outperformance and the Age of Virality | 2025-08-18 | WATCH |