Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$477,756,873
+$212,146,534 QoQ
Shares Held
1,947,802
+51.3% QoQ
Ownership
0.547%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#30
of 1,217 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Jun 30, 2026CallValue
$395,980,032
CallShares
1,614,400
PutValue
$262,817,520
PutShares
1,071,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026D. E. Shaw & Co., Inc. holds $7,171,193,509 across 86 Software - Infrastructure names. NET ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
8,533,204 | $1,628,007,324 | |
| 2 | MSFT |
Microsoft Corp
|
3,563,793 | $1,329,366,063 | |
| 3 | FTNT |
Fortinet, Inc.
|
4,849,811 | $745,027,965 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
1,947,802 | $477,756,873 | |
| 5 | ORCL |
Oracle Corp
|
3,036,223 | $444,958,480 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
3,261,919 | $380,568,089 | |
| 7 | MDB |
MongoDB, Inc.
|
710,220 | $238,562,898 | |
| 8 | GDDY |
GoDaddy Inc.
|
2,346,252 | $199,149,869 |
All Filings in NET
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,980,032 | 1,614,400 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $262,817,520 | 1,071,500 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $477,756,873 | 1,947,802 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $227,840,628 | 1,104,200 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $265,610,339 | 1,287,246 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $334,931,088 | 1,623,200 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $22,245,025 | 112,833 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $343,395,870 | 1,741,800 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $255,703,550 | 1,297,000 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $379,802,841 | 1,769,900 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $255,662,526 | 1,191,400 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $310,527,631 | 1,585,700 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $48,512,182 | 247,726 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $237,561,373 | 1,213,100 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $613,597 | 5,445 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $26,166,618 | 232,200 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $13,612,952 | 120,800 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $16,744,240 | 155,500 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $38,215,632 | 354,900 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $3,153,901 | 38,990 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $11,987,898 | 148,200 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $28,966,709 | 358,100 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $22,430,364 | 270,800 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $6,435,891 | 77,700 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $10,978,619 | 132,544 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $21,041,159 | 217,300 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $6,952,394 | 71,800 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $8,305,302 | 85,772 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $14,707,879 | 176,650 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $26,718,134 | 320,900 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $7,410,140 | 89,000 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $20,702,336 | 328,400 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $258,464 | 4,100 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $1,872,288 | 29,700 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $23,003,703 | 351,900 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $2,882,817 | 44,100 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $444,516 | 6,800 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,483,356 | 40,275 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $11,764,728 | 190,800 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $20,773,254 | 336,900 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $16,926,624 | 374,400 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $11,668,474 | 258,095 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $6,419,820 | 142,000 | Put | Defined | 2023-02-14 | |
| 2022-09-30 | $19,419,341 | 351,100 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $26,758,978 | 483,800 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $32,584,559 | 589,126 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,385,000 | 488,800 | Put | Defined | 2022-08-15 | |
| 2022-06-30 | $84,938,086 | 1,941,442 | Shares | Defined | 2022-08-15 | |
| 2022-06-30 | $15,496,250 | 354,200 | Call | Defined | 2022-08-15 | |
| 2022-03-31 | $184,088,305 | 1,537,914 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||