Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$102,513,549
+$19,321,182 QoQ
Shares Held
417,945
+3.7% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#78
of 1,219 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Jun 30, 2026CallValue
$36,792,000
CallShares
150,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CREDIT AGRICOLE S A holds $2,858,054,677 across 33 Software - Infrastructure names. NET ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,646,926 | $2,106,416,332 | |
| 2 | PANW |
Palo Alto Networks Inc
|
548,998 | $187,219,294 | |
| 3 | ORCL |
Oracle Corp
|
1,064,563 | $156,011,704 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
417,945 | $102,513,549 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
588,665 | $68,679,544 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
267,760 | $51,084,589 | |
| 7 | SNPS |
Synopsys Inc
|
91,750 | $40,926,920 | |
| 8 | FTNT |
Fortinet, Inc.
|
208,291 | $31,997,662 |
All Filings in NET
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,792,000 | 150,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $102,513,549 | 417,945 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,063,400 | 10,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $83,192,367 | 403,181 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $86,022,655 | 436,331 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,145,900 | 10,000 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $88,241,123 | 411,208 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $2,161,166 | 19,178 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $12,816,718 | 119,026 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,163,788 | 138,012 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,347,866 | 124,929 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $92,762 | 958 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $56,200 | 675 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $237,030 | 3,760 | Shares | Defined | 2023-11-14 | |
| 2022-12-31 | $54,252 | 1,200 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $66,372 | 1,200 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $52,500 | 1,200 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $149,625 | 1,250 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $75,612 | 575 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $42,243 | 375 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $39,690 | 375 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $26,347 | 375 | Shares | Defined | 2021-05-17 | |
| 2020-09-30 | $390,070 | 9,500 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $35,950 | 1,000 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||