Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$74,961,258
+$41,812,260 QoQ
Shares Held
363,290
+116.1% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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)
Derivatives in NET
reported options exposure · as of Mar 31, 2026CallValue
$416,600,460
CallShares
2,019,000
PutValue
$347,455,926
PutShares
1,683,900
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 Mar 31, 2026SUSQUEHANNA INTERNATIONAL GROUP, LLP holds $3,563,839,055 across 125 Software - Infrastructure names. NET ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,664,080 | $1,726,502,492 | |
| 2 | ORCL |
Oracle Corp
|
4,536,275 | $667,331,414 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,521,041 | $222,497,877 | |
| 4 | CRWV |
CoreWeave, Inc.
|
1,447,047 | $112,102,730 | |
| 5 | PANW |
Palo Alto Networks Inc
|
477,919 | $76,619,973 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
363,290 | $74,961,258 | |
| 7 | SNPS |
Synopsys Inc
|
139,227 | $55,200,720 | |
| 8 | RBRK |
Rubrik, Inc.
|
905,745 | $44,354,331 |
All Filings in NET
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,961,258 | 363,290 | Shares | Other | 2026-05-15 | |
| 2026-03-31 | $416,600,460 | 2,019,000 | Call | Other | 2026-05-15 | |
| 2026-03-31 | $347,455,926 | 1,683,900 | Put | Other | 2026-05-15 | |
| 2025-12-31 | $218,718,210 | 1,109,400 | Put | Other | 2026-02-17 | |
| 2025-12-31 | $359,089,010 | 1,821,400 | Call | Other | 2026-02-17 | |
| 2025-12-31 | $33,148,998 | 168,141 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $383,429,412 | 1,786,800 | Call | Other | 2025-11-14 | |
| 2025-09-30 | $12,617,676 | 58,799 | Shares | Other | 2025-11-14 | |
| 2025-09-30 | $234,697,083 | 1,093,700 | Put | Other | 2025-11-14 | |
| 2025-06-30 | $371,861,587 | 1,898,900 | Call | Other | 2025-08-14 | |
| 2025-06-30 | $220,661,244 | 1,126,800 | Put | Other | 2025-08-14 | |
| 2025-06-30 | $15,374,612 | 78,510 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $116,194,659 | 1,031,100 | Put | Other | 2025-05-14 | |
| 2025-03-31 | $194,683,244 | 1,727,600 | Call | Other | 2025-05-14 | |
| 2025-03-31 | $19,664,629 | 174,502 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $381,833 | 3,546 | Shares | Other | 2025-02-14 | |
| 2024-12-31 | $182,905,248 | 1,698,600 | Put | Other | 2025-02-14 | |
| 2024-12-31 | $192,854,880 | 1,791,000 | Call | Other | 2025-02-14 | |
| 2024-09-30 | $2,307,629 | 28,528 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $122,613,062 | 1,515,800 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $140,085,302 | 1,731,800 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $186,756,801 | 2,254,700 | Call | Defined | 2024-08-15 | |
| 2024-06-30 | $110,901,087 | 1,338,900 | Put | Defined | 2024-08-15 | |
| 2024-03-31 | $4,951,595 | 51,137 | Shares | Defined | 2024-05-07 | |
| 2024-03-31 | $154,792,438 | 1,598,600 | Put | Defined | 2024-05-07 | |
| 2024-03-31 | $173,383,798 | 1,790,600 | Call | Defined | 2024-05-07 | |
| 2023-12-31 | $4,131,360 | 49,620 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $157,361,400 | 1,890,000 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $137,761,996 | 1,654,600 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $3,406,365 | 54,035 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $81,334,208 | 1,290,200 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $125,033,536 | 1,983,400 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $150,475,203 | 2,301,900 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $2,047,976 | 31,329 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $136,930,539 | 2,094,700 | Put | Defined | 2023-08-11 | |
| 2023-03-31 | $23,269,126 | 377,378 | Shares | Defined | 2023-05-16 | |
| 2023-03-31 | $98,612,838 | 1,599,300 | Put | Defined | 2023-05-16 | |
| 2023-03-31 | $99,198,608 | 1,608,800 | Call | Defined | 2023-05-16 | |
| 2022-12-31 | $57,163,524 | 1,264,400 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $80,699,850 | 1,785,000 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $14,292,099 | 316,127 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $79,237,106 | 1,432,600 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $73,307,874 | 1,325,400 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $17,198,201 | 310,942 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $62,037,500 | 1,418,000 | Put | Defined | 2022-08-15 | |
| 2022-06-30 | $13,629,568 | 311,533 | Shares | Defined | 2022-08-15 | |
| 2022-06-30 | $64,741,250 | 1,479,800 | Call | Defined | 2022-08-15 | |
| 2022-03-31 | $16,528,894 | 138,086 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $169,124,130 | 1,412,900 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $199,587,780 | 1,667,400 | Call | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||