SentinelOne’s Sisyphean Siege: A Study in Cybersecurity Hubris

The filing reveals a paradox: while reducing their physical share count to 8.4 million, the fund’s proportional commitment has increased. This financial sleight-of-hand occurs against a backdrop where SentinelOne’s market price ($14.56) mocks its 2021 peak with all the cruelty of a Shakespearean villain. Yet the stock persists as their third-largest holding, trailing only NYSE:HNGE and NASDAQ:UDMY in a portfolio that reads like a modern Medici’s ledger.




