Position in NET
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$14,097,974
-$2,521,968 QoQ
Shares Held
68,324
-19.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.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, 2026DNB Asset Management AS holds $2,925,920,249 across 38 Software - Infrastructure names. NET ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,541,288 | $2,051,218,578 | |
| 2 | ORCL |
Oracle Corp
|
2,818,172 | $414,581,282 | |
| 3 | CHKP |
Check Point Software Technologies Ltd
|
1,780,850 | $254,394,422 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
482,967 | $70,648,412 | |
| 5 | PANW |
Palo Alto Networks Inc
|
177,088 | $28,390,748 | |
| 6 | SNPS |
Synopsys Inc
|
41,838 | $16,587,930 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
68,324 | $14,097,974 | |
| 8 | FTNT |
Fortinet, Inc.
|
143,013 | $11,687,022 |
All Filings in NET
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,097,974 | 68,324 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $16,619,942 | 84,301 | Shares | Other | 2026-02-05 | |
| 2025-09-30 | $20,094,636 | 93,642 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $12,404,459 | 63,343 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $5,909,914 | 52,444 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,533,998 | 51,393 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $3,847,856 | 47,569 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $3,940,140 | 47,569 | Shares | Other | 2024-07-05 | |
| 2024-03-31 | $4,307,966 | 44,490 | Shares | Other | 2024-04-12 | |
| 2023-12-31 | $5,125,319 | 61,558 | Shares | Other | 2024-01-04 | |
| 2023-09-30 | $4,080,011 | 64,721 | Shares | Other | 2023-10-13 | |
| 2023-06-30 | $3,239,998 | 49,564 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $2,780,187 | 45,089 | Shares | Other | 2023-04-20 | |
| 2022-12-31 | $2,235,950 | 49,457 | Shares | Other | 2023-01-12 | |
| 2022-09-30 | $2,598,131 | 46,974 | Shares | Other | 2022-10-11 | |
| 2022-06-30 | $2,371,950 | 54,216 | Shares | Other | 2022-07-08 | |
| 2022-03-31 | $4,639,212 | 38,757 | Shares | Other | 2022-04-08 | |
| 2021-12-31 | $5,393,078 | 41,012 | Shares | Other | 2022-01-12 | |
| 2021-09-30 | $3,501,049 | 31,079 | Shares | Other | 2021-10-15 | |
| 2021-06-30 | $2,833,654 | 26,773 | Shares | Other | 2021-07-06 | |
| 2021-03-31 | $1,536,445 | 21,868 | Shares | Other | 2021-04-15 | |
| 2020-12-31 | $940,908 | 12,382 | Shares | Other | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||