Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$261,365,460
+$57,788,974 QoQ
Shares Held
1,065,580
+8.0% QoQ
Ownership
0.299%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#42
of 1,214 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Jun 30, 2026CallValue
$73,584
CallShares
300
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, 2026MARSHALL WACE, LLP holds $3,379,143,130 across 82 Software - Infrastructure names. NET ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,340,231 | $1,245,972,967 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,609,060 | $304,399,030 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
1,065,580 | $261,365,460 | |
| 4 | PANW |
Palo Alto Networks Inc
|
485,051 | $165,412,091 | |
| 5 | FTNT |
Fortinet, Inc.
|
967,900 | $148,688,798 | |
| 6 | ORCL |
Oracle Corp
|
968,054 | $141,868,313 | |
| 7 | RELY |
Remitly Global, Inc.
|
4,757,532 | $106,616,291 | |
| 8 | FOUR |
Shift4 Payments, Inc.
|
2,031,890 | $98,831,129 |
All Filings in NET
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,584 | 300 | Call | Other | 2026-08-13 | |
| 2026-06-30 | $261,365,460 | 1,065,580 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $203,576,486 | 986,607 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $136,180,770 | 690,747 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $113,041,933 | 526,781 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $84,804,571 | 433,052 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $65,761,263 | 583,559 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $176,085,011 | 1,635,262 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $234,672,809 | 2,901,135 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $128,265,153 | 1,548,535 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $67,122,652 | 693,201 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $43,296,447 | 520,015 | Shares | Other | 2024-02-14 | |
| 2023-03-31 | $136,259,597 | 2,209,854 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $119,540,167 | 2,644,109 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $3,064,284 | 55,402 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $22,452,586 | 513,202 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $12,973,564 | 108,384 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $1,522,901 | 11,581 | Shares | Other | 2022-02-14 | |
| 2020-12-31 | $1,124,803 | 14,802 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,863,006 | 94,082 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $813,440 | 22,627 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||