Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$187,230,434
+$66,439,393 QoQ
Shares Held
907,388
+48.1% QoQ
Ownership
0.257%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 99.95084792833937.ToString("F0")%
Shared 0.ToString("F0")%
None 0.049152071660634705.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026AQR CAPITAL MANAGEMENT LLC holds $9,945,050,454 across 91 Software - Infrastructure names. NET ranks #13 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,035,598 | $3,714,877,306 | |
| 2 | VRSN |
Verisign Inc/Ca
|
3,752,370 | $931,938,608 | |
| 3 | FTNT |
Fortinet, Inc.
|
7,771,945 | $635,123,340 | |
| 4 | NTNX |
Nutanix, Inc.
|
15,154,514 | $576,023,072 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,925,824 | $574,269,528 | |
| 6 | MDB |
MongoDB, Inc.
|
1,312,130 | $321,170,054 | |
| 7 | ORCL |
Oracle Corp
|
1,764,091 | $259,515,421 | |
| 8 | S |
SentinelOne, Inc.
|
19,767,721 | $254,608,242 |
All Filings in NET
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||