Position in NET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$87,730,765
+$12,591,026 QoQ
Shares Held
357,676
-1.8% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#88
of 1,214 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BESSEMER GROUP INC holds $3,095,303,781 across 52 Software - Infrastructure names. NET ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,142,474 | $2,291,265,646 | |
| 2 | PANW |
Palo Alto Networks Inc
|
741,176 | $252,755,833 | |
| 3 | FTNT |
Fortinet, Inc.
|
1,177,458 | $180,881,093 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
758,840 | $144,775,284 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
357,676 | $87,730,765 | |
| 6 | IOT |
Samsara Inc.
|
1,648,627 | $53,464,969 | |
| 7 | ORCL |
Oracle Corp
|
98,498 | $14,434,879 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
70,996 | $11,148,501 |
All Filings in NET
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,730,765 | 357,676 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $75,139,739 | 364,155 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $70,713,956 | 358,681 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $80,475,753 | 375,021 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $90,219,268 | 460,702 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $67,397,630 | 598,080 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $63,985,499 | 594,219 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $48,948,234 | 605,121 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $49,079,918 | 592,538 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $57,663,133 | 595,509 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $78,771,783 | 946,094 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $58,982,174 | 935,631 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $60,822,728 | 930,438 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $56,231,634 | 911,963 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $40,274,285 | 890,827 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $48,892,599 | 883,974 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $37,445,492 | 855,897 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $99,753,907 | 833,366 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $107,990,167 | 821,218 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $73,694,278 | 654,188 | Shares | Defined | 2021-11-12 | |
| 2020-12-31 | $0 | 0 | Shares | Defined | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||