Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$120,117,540
-$17,750,181 QoQ
Shares Held
489,716
-26.7% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#67
of 1,214 holders
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
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 Jun 30, 2026Artisan Partners Limited Partnership holds $843,296,654 across 10 Software - Infrastructure names. NET ranks #4 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKAM |
Akamai Technologies Inc
|
1,447,442 | $171,102,118 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
828,320 | $158,031,031 | |
| 3 | MDB |
MongoDB, Inc.
|
394,179 | $132,404,726 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
489,716 | $120,117,540 | |
| 5 | TWLO |
Twilio Inc
|
413,729 | $85,364,704 | |
| 6 | RDWR |
Radware Ltd
|
2,374,480 | $73,276,452 | |
| 7 | CLBT |
Cellebrite DI Ltd.
|
3,266,753 | $47,694,593 | |
| 8 | KSPI |
Joint Stock Co Kaspi.kz
|
471,473 | $40,848,420 |
All Filings in NET
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,117,540 | 489,716 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||