Position in NET
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,688,752
+$270,990 QoQ
Shares Held
6,885
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#544
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, 2026SBI Okasan Asset Management Co.Ltd. holds $13,710,973 across 10 Software - Infrastructure names. NET ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
23,023 | $8,588,039 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
6,885 | $1,688,752 | |
| 3 | SNPS |
Synopsys Inc
|
3,547 | $1,582,210 | |
| 4 | ORCL |
Oracle Corp
|
6,200 | $908,610 | |
| 5 | VRNS |
Varonis Systems Inc
|
10,600 | $444,776 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,444 | $164,265 | |
| 7 | GDDY |
GoDaddy Inc.
|
1,200 | $101,856 | |
| 8 | AVPT |
AvePoint, Inc.
|
8,000 | $89,680 |
All Filings in NET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,688,752 | 6,885 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,417,762 | 6,871 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,303,161 | 6,610 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||