Position in NET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$75,744,671
+$18,185,716 QoQ
Shares Held
308,809
+10.7% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#98
of 1,214 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CAPITAL INTERNATIONAL SARL holds $332,017,003 across 6 Software - Infrastructure names. NET ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
630,322 | $235,122,712 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
308,809 | $75,744,671 | |
| 3 | MDB |
MongoDB, Inc.
|
26,395 | $8,866,080 | |
| 4 | AKAM |
Akamai Technologies Inc
|
65,148 | $7,701,145 | |
| 5 | PANW |
Palo Alto Networks Inc
|
9,800 | $3,341,996 | |
| 6 | ORCL |
Oracle Corp
|
8,464 | $1,240,399 |
All Filings in NET
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,744,671 | 308,809 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $57,558,955 | 278,952 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $48,539,315 | 246,205 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $52,738,282 | 245,763 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $47,397,909 | 242,036 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $21,282,746 | 188,861 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $20,199,045 | 187,584 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $14,024,546 | 173,378 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $11,430,622 | 138,001 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $11,676,245 | 120,585 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,356,354 | 88,354 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $4,962,571 | 78,721 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,814,827 | 73,655 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,858,436 | 62,576 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,244,224 | 49,640 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $333,795 | 6,035 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $1,511,212 | 12,625 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $699,843 | 5,322 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||