Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$794,585,541
+$39,020,253 QoQ
Shares Held
3,239,504
-11.5% QoQ
Ownership
0.910%
of shares outstanding
% of Portfolio
2.97%
of 13F equity value
Holder Rank
#19
of 1,214 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SANDS CAPITAL MANAGEMENT, LLC holds $2,236,021,602 across 9 Software - Infrastructure names. NET ranks #1 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
This page
|
3,239,504 | $794,585,541 | |
| 2 | MSFT |
Microsoft Corp
|
1,309,230 | $488,368,974 | |
| 3 | XYZ |
Block, Inc.
|
5,632,505 | $428,070,380 | |
| 4 | IOT |
Samsara Inc.
|
11,348,732 | $368,039,378 | |
| 5 | KSPI |
Joint Stock Co Kaspi.kz
|
1,531,017 | $132,647,312 | |
| 6 | PANW |
Palo Alto Networks Inc
|
31,312 | $10,678,018 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
40,080 | $7,646,662 | |
| 8 | GTLB |
Gitlab Inc.
|
127,475 | $3,891,811 |
All Filings in NET
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,585,541 | 3,239,504 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $755,565,288 | 3,661,749 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $735,623,232 | 3,731,287 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $817,227,174 | 3,808,319 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $965,221,395 | 4,928,874 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $724,308,889 | 6,427,446 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $836,248,694 | 7,766,054 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $513,197,221 | 6,344,384 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $535,827,435 | 6,469,002 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $626,114,593 | 6,466,122 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $882,026,632 | 10,593,642 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $693,905,928 | 11,007,391 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $745,515,041 | 11,404,544 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $904,120,641 | 14,663,001 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $698,680,855 | 15,454,122 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $882,541,183 | 15,956,268 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $684,422,943 | 15,643,953 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,621,998,201 | 13,550,528 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,159,721,381 | 8,819,174 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $937,628,419 | 8,323,377 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $109,426,600 | 1,033,887 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $64,480,904 | 917,747 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||