Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$148,647,773
+$44,083,741 QoQ
Shares Held
606,033
+19.6% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#63
of 1,217 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $7,392,203,733 across 61 Software - Infrastructure names. NET ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,608,282 | $3,957,101,351 | |
| 2 | ORCL |
Oracle Corp
|
4,119,442 | $603,704,224 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
2,285,800 | $436,096,352 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,077,767 | $367,540,102 | |
| 5 | SNPS |
Synopsys Inc
|
438,153 | $195,446,908 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
1,170,873 | $183,862,186 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
606,033 | $148,647,773 | |
| 8 | CRWV |
CoreWeave, Inc.
|
1,453,871 | $144,718,319 |
All Filings in NET
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,647,773 | 606,033 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $104,564,032 | 506,756 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $108,958,101 | 552,666 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $125,016,914 | 582,585 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $105,392,964 | 538,186 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $17,076,141 | 151,532 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,010,576 | 9,385 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $869,567 | 10,750 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $872,448 | 10,533 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $899,260 | 9,287 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $726,526 | 8,726 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $588,541 | 9,336 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $617,027 | 9,439 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $917,069 | 14,873 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,999,683 | 66,350 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,425,242 | 80,008 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $4,916,887 | 112,386 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $47,336,801 | 395,462 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $55,165,170 | 419,507 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $46,685,314 | 414,428 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $45,181,190 | 426,882 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $45,497,284 | 647,556 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $22,708,927 | 298,841 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $23,198,900 | 565,000 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||