Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$86,628,480
+$154,275 QoQ
Shares Held
353,182
-15.7% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#90
of 1,217 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Amova Asset Management Americas, Inc. holds $1,005,007,586 across 16 Software - Infrastructure names. NET ranks #7 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYZ |
Block, Inc.
|
2,884,009 | $219,184,684 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,671,945 | $195,065,823 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
578,668 | $110,401,174 | |
| 4 | CRWV |
CoreWeave, Inc.
|
1,076,613 | $107,166,058 | |
| 5 | TOST |
Toast, Inc.
|
3,769,156 | $104,857,919 | |
| 6 | BLSH |
Bullish
|
4,040,921 | $94,678,779 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
353,182 | $86,628,480 | |
| 8 | RBRK |
Rubrik, Inc.
|
281,233 | $22,577,385 |
All Filings in NET
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,628,480 | 353,182 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $86,474,205 | 419,086 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $89,132,106 | 452,103 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $113,153,521 | 527,301 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $122,291,722 | 624,479 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $82,242,514 | 729,812 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $87,027,191 | 808,202 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $75,284,727 | 930,705 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $82,242,321 | 992,905 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $90,326,316 | 932,834 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $83,361,743 | 1,001,222 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $66,910,719 | 1,061,401 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $68,189,277 | 1,043,128 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $54,532,473 | 884,406 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $35,932,003 | 794,780 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $40,978,128 | 740,881 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $32,109,743 | 733,937 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $65,587,699 | 547,934 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $40,471,360 | 307,767 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $70,076,298 | 622,071 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $71,678,552 | 677,235 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $52,898,754 | 752,900 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $45,169,595 | 594,415 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||