Position in NET
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$55,485,031
-$23,044,937 QoQ
Shares Held
268,901
-32.5% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 85.26785389919422.ToString("F0")%
Shared 0.ToString("F0")%
None 14.73214610080578.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026NOMURA ASSET MANAGEMENT CO LTD holds $2,139,474,748 across 33 Software - Infrastructure names. NET ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,998,974 | $1,480,300,203 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
946,745 | $138,489,857 | |
| 3 | ORCL |
Oracle Corp
|
854,861 | $125,758,599 | |
| 4 | PANW |
Palo Alto Networks Inc
|
499,031 | $80,004,648 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
268,901 | $55,485,031 | |
| 6 | MDB |
MongoDB, Inc.
|
171,683 | $42,022,846 | |
| 7 | SNPS |
Synopsys Inc
|
84,630 | $33,554,100 | |
| 8 | FOUR |
Shift4 Payments, Inc.
|
688,550 | $30,110,291 |
All Filings in NET
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||