Position in NET
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,793,094
+$1,069,357 QoQ
Shares Held
8,690
+136.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Altshuler Shaham Ltd holds $549,467,426 across 24 Software - Infrastructure names. NET ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORCL |
Oracle Corp
|
1,324,210 | $194,804,532 | |
| 2 | CRWV |
CoreWeave, Inc.
|
2,000,005 | $154,940,387 | |
| 3 | PANW |
Palo Alto Networks Inc
|
758,781 | $121,647,769 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
470,784 | $67,251,493 | |
| 5 | MSFT |
Microsoft Corp
|
11,123 | $4,117,400 | |
| 6 | PGY |
Pagaya Technologies Ltd.
|
200,000 | $2,330,000 | |
| 7 | NYAX |
Nayax Ltd.
|
36,220 | $2,028,320 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
8,690 | $1,793,094 |
All Filings in NET
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,793,094 | 8,690 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $723,737 | 3,671 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $217,165 | 1,012 | Shares | Defined | 2025-11-13 | |
| 2021-12-31 | $6,180 | 47 | Shares | Defined | 2022-02-15 | |
| 2021-03-31 | $6,815 | 97 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,915 | 91 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||