Position in NET
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$7,174,029
+$6,259,253 QoQ
Shares Held
34,768
+649.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
11 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Calamos Advisors LLC holds $1,094,579,805 across 12 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,045,038 | $762,840,074 | |
| 2 | PANW |
Palo Alto Networks Inc
|
245,320 | $83,659,026 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
664,009 | $77,469,930 | |
| 4 | ORCL |
Oracle Corp
|
432,846 | $63,433,581 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
217,880 | $41,568,235 | |
| 6 | SNPS |
Synopsys Inc
|
57,294 | $25,557,134 | |
| 7 | MDB |
MongoDB, Inc.
|
48,594 | $16,322,724 | |
| 8 | NTAP |
NetApp, Inc.
|
67,922 | $10,511,608 |
All Filings in NET
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,174,029 | 34,768 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $914,776 | 4,640 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,276,810 | 5,950 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,537,265 | 7,850 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $676,140 | 6,000 | Shares | Sole | 2025-04-29 | |
| 2024-03-31 | $526,464 | 5,437 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $858,577 | 10,312 | Shares | Sole | 2024-01-31 | |
| 2022-03-31 | $381,005 | 3,183 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,712,130 | 13,020 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,397,192 | 21,280 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,252,275 | 21,280 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||