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Equibles

Asset Management One Co., Ltd.

Position in NET — Cloudflare, Inc.

CIK 1068855 TOKYO, M0
Back to NET Full portfolio

Position in NET

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$52,213,980
+$6,460,768 QoQ
Shares Held
212,875
-4.0% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#120
of 1,219 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026

Asset Management One Co., Ltd. holds $2,096,490,041 across 33 Software - Infrastructure names. NET ranks #7 (2.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 3,425,583 $1,277,810,970
2 PANW
Palo Alto Networks Inc
 413,429 $140,987,557
3 ORCL
Oracle Corp
 781,350 $114,506,842
4 PLTR
Palantir Technologies Inc.
 948,849 $110,702,212
5 CRWD
CrowdStrike Holdings, Inc.
 562,672 $107,349,377
6 FTNT
Fortinet, Inc.
 391,287 $60,109,508
7 NET
Cloudflare, Inc.
This page 		212,875 $52,213,980
8 SNPS
Synopsys Inc
 78,882 $35,186,893

All Filings in NET

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $52,213,980 212,875
2026-03-31 $45,753,212 221,737
2025-12-31 $43,404,149 220,158
2025-09-30 $47,111,517 219,542
2025-06-30 $43,927,998 224,317
2025-03-31 $24,803,857 220,107
2024-12-31 $24,799,457 230,307
2024-09-30 $19,284,984 238,410
2024-06-30 $19,557,985 236,122
2024-03-31 $21,555,229 222,609
2023-12-31 $17,759,857 213,306
2023-09-30 $12,690,834 201,314
2023-06-30 $13,670,370 209,123
2023-03-31 $12,941,940 209,892
2022-12-31 $8,109,860 179,382
2022-09-30 $7,955,347 143,832
2022-06-30 $4,705,225 107,548
2022-03-31 $13,028,985 108,847
2021-12-31 $13,620,244 103,576
2021-09-30 $11,361,428 100,856
2021-06-30 $9,756,966 92,186
2021-03-31 $6,252,577 88,992
2020-12-31 $5,626,451 74,042