Position in NET
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$137,867,721
+$21,825,626 QoQ
Shares Held
668,158
+13.5% QoQ
Ownership
0.189%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
8 quarters on record
Voting authority
Sole 95.28659388946926.ToString("F0")%
Shared 0.ToString("F0")%
None 4.713406110530743.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Mar 31, 2021CallValue
$0
CallShares
0
PutValue
$37,258,878
PutShares
530,300
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, 2026Artisan Partners Limited Partnership holds $900,414,488 across 14 Software - Infrastructure names. NET ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDB |
MongoDB, Inc.
|
1,227,170 | $300,374,400 | |
| 2 | ORCL |
Oracle Corp
|
963,824 | $141,788,148 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
668,158 | $137,867,721 | |
| 4 | RDWR |
Radware Ltd
|
2,749,680 | $72,371,577 | |
| 5 | ZS |
Zscaler, Inc.
|
385,216 | $54,041,952 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
346,469 | $33,816,240 | |
| 7 | CLBT |
Cellebrite DI Ltd.
|
2,185,797 | $30,120,282 | |
| 8 | KSPI |
Joint Stock Co Kaspi.kz
|
386,095 | $28,598,056 |
All Filings in NET
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,867,721 | 668,158 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $116,042,095 | 588,598 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $153,444,296 | 715,058 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $151,414,189 | 773,192 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $54,091,538 | 480,003 | Shares | Sole | 2025-05-14 | |
| 2021-03-31 | $37,258,878 | 530,300 | Put | Sole | 2021-05-11 | |
| 2021-03-31 | $25,540,774 | 363,518 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $27,575,707 | 362,886 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $15,540,183 | 378,475 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||