Position in NET
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$124,356
+$104,548 QoQ
Shares Held
507
+428.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,003
of 1,214 holders
Holding Since
Dec 2025
3 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, 2026SWISS RE LTD holds $7,844,651 across 8 Software - Infrastructure names. NET ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,033 | $5,607,609 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
4,118 | $480,447 | |
| 3 | ORCL |
Oracle Corp
|
3,065 | $449,175 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,267 | $432,072 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,972 | $376,228 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,694 | $260,232 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
507 | $124,356 | |
| 8 | XYZ |
Block, Inc.
|
1,507 | $114,532 |
All Filings in NET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,356 | 507 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $19,808 | 96 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $18,926 | 96 | Shares | Defined | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||