Position in NET
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$24,253,776
New position
Shares Held
98,882
first reported quarter
Ownership
0.028%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#14
of 351 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Artemis Investment Management LLP holds $301,010,104 across 9 Software - Infrastructure names. NET ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDB |
MongoDB, Inc.
|
318,517 | $106,989,860 | |
| 2 | TWLO |
Twilio Inc
|
370,066 | $76,355,717 | |
| 3 | PAGS |
PagSeguro Digital Ltd.
|
7,685,544 | $69,554,173 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
98,882 | $24,253,776 | |
| 5 | AKAM |
Akamai Technologies Inc
|
78,959 | $9,333,743 | |
| 6 | MSFT |
Microsoft Corp
|
21,647 | $8,074,763 | |
| 7 | GEN |
Gen Digital Inc.
|
143,047 | $3,560,439 | |
| 8 | WEX |
WEX Inc.
|
10,908 | $1,539,009 |
All Filings in NET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,253,776 | 98,882 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||