Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,101,565
+$1,031,975 QoQ
Shares Held
12,645
+26.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#438
of 1,214 holders
Holding Since
Mar 2026
2 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, 2026Meiji Yasuda Life Insurance Co holds $40,499,765 across 10 Software - Infrastructure names. NET ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
62,967 | $23,487,950 | |
| 2 | PANW |
Palo Alto Networks Inc
|
9,749 | $3,324,603 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
12,645 | $3,101,565 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
24,532 | $2,862,148 | |
| 5 | ORCL |
Oracle Corp
|
18,398 | $2,696,226 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
10,616 | $2,025,373 | |
| 7 | MDB |
MongoDB, Inc.
|
2,513 | $844,116 | |
| 8 | IOT |
Samsara Inc.
|
22,600 | $732,918 |
All Filings in NET
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,101,565 | 12,645 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,069,590 | 10,030 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||