Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$38,309,302
-$9,434,885 QoQ
Shares Held
156,186
-32.5% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#144
of 1,217 holders
Holding Since
Sep 2021
20 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, 2026CI INVESTMENTS INC. holds $1,357,774,785 across 21 Software - Infrastructure names. NET ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,557,139 | $953,863,989 | |
| 2 | PANW |
Palo Alto Networks Inc
|
350,855 | $119,648,571 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
705,885 | $82,355,602 | |
| 4 | ORCL |
Oracle Corp
|
277,276 | $40,634,797 | |
| 5 | MDB |
MongoDB, Inc.
|
115,627 | $38,839,109 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
156,186 | $38,309,302 | |
| 7 | RBRK |
Rubrik, Inc.
|
343,369 | $27,565,663 | |
| 8 | CRWV |
CoreWeave, Inc.
|
185,534 | $18,468,054 |
All Filings in NET
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,309,302 | 156,186 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||