Position in NET
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$106,699,006
+$1,162,699 QoQ
Shares Held
435,009
-14.9% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#74
of 1,214 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Mitsubishi UFJ Trust & Banking Corp holds $2,480,705,666 across 50 Software - Infrastructure names. NET ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,931,924 | $1,466,686,290 | |
| 2 | PANW |
Palo Alto Networks Inc
|
413,419 | $140,984,147 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,205,529 | $140,649,068 | |
| 4 | ORCL |
Oracle Corp
|
862,090 | $126,339,289 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
435,009 | $106,699,006 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
472,592 | $90,163,464 | |
| 7 | FTNT |
Fortinet, Inc.
|
421,989 | $64,825,949 | |
| 8 | IOT |
Samsara Inc.
|
1,117,277 | $36,233,293 |
All Filings in NET
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,699,006 | 435,009 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $105,536,307 | 511,468 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $96,513,796 | 489,545 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $136,270,014 | 635,025 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $133,046,902 | 679,400 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $94,429,712 | 837,960 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $104,607,997 | 971,471 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $83,486,083 | 1,032,094 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $89,620,320 | 1,081,979 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $113,279,577 | 1,169,881 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $105,958,923 | 1,272,627 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $84,991,347 | 1,348,213 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $90,197,329 | 1,379,797 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $72,717,733 | 1,179,334 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $55,644,332 | 1,230,797 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $68,995,021 | 1,247,424 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $54,894,568 | 1,254,733 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $170,136,072 | 1,421,354 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $195,422,807 | 1,486,105 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $185,056,687 | 1,642,758 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $179,692,716 | 1,697,777 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $123,503,869 | 1,757,812 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $137,307,317 | 1,806,913 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $62,567,720 | 1,523,812 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $25,972,293 | 722,456 | Shares | Sole | 2020-09-11 | |
| No filing history on record for this holder in this stock. | ||||||