Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$509,406,083
+$322,175,649 QoQ
Shares Held
2,076,835
+128.9% QoQ
Ownership
0.583%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#28
of 1,214 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026AQR CAPITAL MANAGEMENT LLC holds $15,376,197,009 across 92 Software - Infrastructure names. NET ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,473,057 | $4,279,679,716 | |
| 2 | FTNT |
Fortinet, Inc.
|
8,673,742 | $1,332,460,242 | |
| 3 | VRSN |
Verisign Inc/Ca
|
4,949,848 | $1,245,183,758 | |
| 4 | NTNX |
Nutanix, Inc.
|
17,778,710 | $906,003,056 | |
| 5 | RBRK |
Rubrik, Inc.
|
9,947,988 | $798,624,474 | |
| 6 | SNPS |
Synopsys Inc
|
1,507,732 | $672,554,008 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
2,076,835 | $509,406,083 | |
| 8 | MDB |
MongoDB, Inc.
|
1,503,774 | $505,117,682 |
All Filings in NET
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,406,083 | 2,076,835 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $187,230,434 | 907,388 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $120,791,041 | 612,686 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $120,867,385 | 563,248 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $90,287,614 | 461,051 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $38,632,044 | 342,817 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,309,141 | 207,180 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $38,954,114 | 481,569 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $702,479 | 8,481 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $5,052,588 | 52,180 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $475,330 | 5,709 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $377,293 | 5,985 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $395,095 | 6,044 | Shares | Other | 2023-08-14 | |
| 2022-09-30 | $2,077,001 | 37,552 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,688,093 | 38,585 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,815,837 | 56,941 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,259,424 | 85,623 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,945,293 | 106,039 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $11,482,581 | 108,490 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $16,922,612 | 240,857 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $13,093,684 | 172,308 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||