Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$241,171,560
New position
Shares Held
983,250
first reported quarter
Ownership
0.276%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#45
of 1,214 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MENORA MIVTACHIM HOLDINGS LTD. holds $1,393,340,734 across 6 Software - Infrastructure names. NET ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,102,450 | $784,255,899 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
983,250 | $241,171,560 | |
| 3 | AKAM |
Akamai Technologies Inc
|
1,205,437 | $142,494,707 | |
| 4 | GTLB |
Gitlab Inc.
|
2,975,033 | $90,827,757 | |
| 5 | PANW |
Palo Alto Networks Inc
|
248,100 | $84,607,062 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
380,307 | $49,983,749 |
All Filings in NET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,171,560 | 983,250 | Shares | Defined | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||