Position in NET
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$75,139,739
+$4,425,783 QoQ
Shares Held
364,155
+1.5% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 99.97583446609273.ToString("F0")%
Shared 0.ToString("F0")%
None 0.024165533907264763.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026BESSEMER GROUP INC holds $3,210,024,445 across 56 Software - Infrastructure names. NET ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,921,677 | $2,562,197,169 | |
| 2 | FTNT |
Fortinet, Inc.
|
3,631,740 | $296,785,787 | |
| 3 | PANW |
Palo Alto Networks Inc
|
732,562 | $117,444,334 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
364,155 | $75,139,739 | |
| 5 | IOT |
Samsara Inc.
|
1,675,509 | $53,096,875 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
278,068 | $27,140,127 | |
| 7 | ORCL |
Oracle Corp
|
100,813 | $14,830,597 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
43,152 | $6,312,271 |
All Filings in NET
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||