Position in NET
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$47,744,187
+$27,273,314 QoQ
Shares Held
231,386
+122.8% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CI INVESTMENTS INC. holds $1,118,281,893 across 14 Software - Infrastructure names. NET ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,159,396 | $799,343,617 | |
| 2 | PANW |
Palo Alto Networks Inc
|
446,374 | $71,562,679 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
486,145 | $71,113,290 | |
| 4 | MDB |
MongoDB, Inc.
|
213,604 | $52,283,851 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
231,386 | $47,744,187 | |
| 6 | ORCL |
Oracle Corp
|
307,893 | $45,294,139 | |
| 7 | RBRK |
Rubrik, Inc.
|
404,637 | $19,815,073 | |
| 8 | DOX |
Amdocs Ltd
|
82,322 | $5,372,333 |
All Filings in NET
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,744,187 | 231,386 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,470,873 | 103,834 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,859,703 | 73,907 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,204,828 | 77,643 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,340,480 | 38,517 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,374,368 | 31,337 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,919,034 | 23,724 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,803,706 | 21,776 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $387,223 | 3,999 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $455,681 | 5,473 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $448,907 | 7,121 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $498,250 | 7,622 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $420,644 | 6,822 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $306,704 | 6,784 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $299,061 | 5,407 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $213,718 | 4,885 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,032 | 159 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,682 | 28 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,154 | 28 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||