Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,433,707
+$3,133,865 QoQ
Shares Held
34,384
+33.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#292
of 1,210 holders
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Meiji Yasuda Asset Management Co Ltd. holds $94,476,763 across 19 Software - Infrastructure names. NET ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
152,204 | $56,775,136 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
34,384 | $8,433,707 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
66,669 | $7,778,272 | |
| 4 | PANW |
Palo Alto Networks Inc
|
21,261 | $7,250,426 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
27,356 | $5,219,114 | |
| 6 | ORCL |
Oracle Corp
|
20,371 | $2,985,370 | |
| 7 | NTAP |
NetApp, Inc.
|
5,472 | $846,846 | |
| 8 | TWLO |
Twilio Inc
|
3,891 | $802,830 |
All Filings in NET
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,433,707 | 34,384 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,299,842 | 25,685 | Shares | Defined | 2026-05-14 | |
| 2025-03-31 | $456,394 | 4,050 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $436,104 | 4,050 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $327,604 | 4,050 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $335,461 | 4,050 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $392,161 | 4,050 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $258,106 | 3,100 | Shares | Defined | 2024-02-14 | |
| 2022-03-31 | $427,329 | 3,570 | Shares | Defined | 2022-05-17 | |
| 2021-12-31 | $476,030 | 3,620 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,183,951 | 10,510 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,100,736 | 10,400 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||