Position in NET
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$45,753,212
+$2,349,063 QoQ
Shares Held
221,737
+0.7% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026Asset Management One Co., Ltd. holds $1,843,872,035 across 32 Software - Infrastructure names. NET ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,357,509 | $1,242,849,106 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
966,942 | $141,444,275 | |
| 3 | ORCL |
Oracle Corp
|
758,203 | $111,539,243 | |
| 4 | PANW |
Palo Alto Networks Inc
|
421,551 | $67,583,056 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
221,737 | $45,753,212 | |
| 6 | FTNT |
Fortinet, Inc.
|
413,572 | $33,797,103 | |
| 7 | SNPS |
Synopsys Inc
|
80,924 | $32,084,747 | |
| 8 | OKTA |
Okta, Inc.
|
201,553 | $15,864,236 |
All Filings in NET
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,753,212 | 221,737 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $43,404,149 | 220,158 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $47,111,517 | 219,542 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $43,927,998 | 224,317 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $24,803,857 | 220,107 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $24,799,457 | 230,307 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $19,284,984 | 238,410 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $19,557,985 | 236,122 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $21,555,229 | 222,609 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $17,759,857 | 213,306 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $12,690,834 | 201,314 | Shares | Defined | 2023-10-19 | |
| 2023-06-30 | $13,670,370 | 209,123 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $12,941,940 | 209,892 | Shares | Defined | 2023-04-25 | |
| 2022-12-31 | $8,109,860 | 179,382 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $7,955,347 | 143,832 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $4,705,225 | 107,548 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $13,028,985 | 108,847 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $13,620,244 | 103,576 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $11,361,428 | 100,856 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $9,756,966 | 92,186 | Shares | Defined | 2021-08-03 | |
| 2021-03-31 | $6,252,577 | 88,992 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,626,451 | 74,042 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||