Position in NET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$204,931,930
+$93,185,202 QoQ
Shares Held
835,502
+54.3% QoQ
Ownership
0.235%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#53
of 1,214 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WESTFIELD CAPITAL MANAGEMENT CO LP holds $1,560,354,849 across 12 Software - Infrastructure names. NET ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,414,294 | $527,559,947 | |
| 2 | PANW |
Palo Alto Networks Inc
|
658,331 | $224,504,037 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
835,502 | $204,931,930 | |
| 4 | IOT |
Samsara Inc.
|
5,836,459 | $189,276,365 | |
| 5 | SNPS |
Synopsys Inc
|
226,856 | $101,193,655 | |
| 6 | RBRK |
Rubrik, Inc.
|
937,308 | $75,247,086 | |
| 7 | CORZ |
Core Scientific, Inc./tx
|
2,409,894 | $61,669,187 | |
| 8 | MDB |
MongoDB, Inc.
|
149,255 | $50,134,754 |
All Filings in NET
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,931,930 | 835,502 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $111,746,728 | 541,566 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $102,414,496 | 519,475 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $103,185,601 | 480,850 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $87,868,137 | 448,696 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||