Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$76,338,738
+$20,853,707 QoQ
Shares Held
311,231
+15.7% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#97
of 1,214 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NOMURA ASSET MANAGEMENT CO LTD holds $2,288,885,162 across 36 Software - Infrastructure names. NET ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,857,888 | $1,439,069,379 | |
| 2 | ORCL |
Oracle Corp
|
875,497 | $128,304,083 | |
| 3 | PANW |
Palo Alto Networks Inc
|
325,760 | $111,090,673 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
944,485 | $110,193,063 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
486,084 | $92,737,535 | |
| 6 | MDB |
MongoDB, Inc.
|
265,909 | $89,318,830 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
311,231 | $76,338,738 | |
| 8 | SNPS |
Synopsys Inc
|
95,045 | $42,396,722 |
All Filings in NET
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,338,738 | 311,231 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $55,485,031 | 268,901 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $78,529,968 | 398,326 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $84,589,874 | 394,193 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,316,981 | 113,961 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,608,647 | 103,014 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,010,662 | 83,680 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,768,875 | 83,680 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $6,599,894 | 79,680 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,268,059 | 75,060 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,808,217 | 69,760 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,126,598 | 65,460 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,326,186 | 66,180 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,753,860 | 60,880 | Shares | Sole | 2025-01-10 | |
| 2022-12-31 | $2,571,544 | 56,880 | Shares | Sole | 2025-01-10 | |
| 2022-09-30 | $3,146,032 | 56,880 | Shares | Sole | 2025-01-10 | |
| 2022-06-30 | $2,326,625 | 53,180 | Shares | Sole | 2025-01-10 | |
| 2022-03-31 | $6,365,646 | 53,180 | Shares | Sole | 2025-01-10 | |
| 2021-12-31 | $6,059,520 | 46,080 | Shares | Sole | 2025-01-10 | |
| 2021-09-30 | $4,999,407 | 44,380 | Shares | Sole | 2025-01-10 | |
| 2021-06-30 | $4,480,207 | 42,330 | Shares | Sole | 2025-01-10 | |
| 2021-03-31 | $8,903,347 | 126,720 | Shares | Sole | 2025-01-10 | |
| 2020-12-31 | $2,041,851 | 26,870 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||