Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,112,019
+$1,355,413 QoQ
Shares Held
15,082
+69.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Campbell & CO Investment Adviser LLC holds $42,722,000 across 32 Software - Infrastructure names. NET ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
21,699 | $8,032,318 | |
| 2 | VRSN |
Verisign Inc/Ca
|
24,813 | $6,162,556 | |
| 3 | ZS |
Zscaler, Inc.
|
24,730 | $3,469,371 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
15,082 | $3,112,019 | |
| 5 | FFIV |
F5, Inc.
|
8,484 | $2,454,675 | |
| 6 | MDB |
MongoDB, Inc.
|
8,874 | $2,172,088 | |
| 7 | NTAP |
NetApp, Inc.
|
18,442 | $1,888,276 | |
| 8 | OKTA |
Okta, Inc.
|
22,731 | $1,789,157 |
All Filings in NET
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,112,019 | 15,082 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,756,606 | 8,910 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $325,533 | 1,517 | Shares | Sole | 2025-10-28 | |
| 2024-12-31 | $227,743 | 2,115 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||