Sumitomo Mitsui DS Asset Management Company, Ltd
Position in NET — Cloudflare, Inc.
CIK 1411530
TOKYO, M0
Position in NET
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$7,601,472
+$1,260,232 QoQ
Shares Held
30,991
+0.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#301
of 1,214 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sumitomo Mitsui DS Asset Management Company, Ltd holds $779,773,504 across 25 Software - Infrastructure names. NET ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,415,755 | $528,104,930 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
426,114 | $49,714,720 | |
| 3 | ORCL |
Oracle Corp
|
319,909 | $46,882,663 | |
| 4 | PANW |
Palo Alto Networks Inc
|
116,563 | $39,750,314 | |
| 5 | FTNT |
Fortinet, Inc.
|
187,674 | $28,830,479 | |
| 6 | SNPS |
Synopsys Inc
|
57,110 | $25,475,057 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
246,740 | $11,768,572 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
30,991 | $7,601,472 |
All Filings in NET
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,601,472 | 30,991 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $6,341,240 | 30,732 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,058,813 | 30,732 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,594,779 | 30,732 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $6,030,976 | 30,797 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,127,936 | 27,757 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,016,655 | 28,015 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,260,228 | 27,942 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,964,064 | 23,712 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,299,228 | 23,745 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,663,035 | 19,974 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,259,160 | 19,974 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,308,772 | 20,021 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,234,494 | 20,021 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $677,697 | 14,990 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $829,096 | 14,990 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $648,812 | 14,830 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,843,499 | 15,401 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,833,767 | 13,945 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,569,552 | 13,933 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,484,194 | 14,023 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $778,902 | 11,086 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $660,809 | 8,696 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||