Position in NET
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$6,903,311
-$2,546,285 QoQ
Shares Held
33,456
-30.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 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 Mar 31, 2026Andra AP-fonden holds $593,159,766 across 18 Software - Infrastructure names. NET ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,033,052 | $382,404,858 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
407,700 | $59,638,356 | |
| 3 | ORCL |
Oracle Corp
|
224,586 | $33,038,846 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
178,848 | $17,456,011 | |
| 5 | PANW |
Palo Alto Networks Inc
|
92,040 | $14,755,852 | |
| 6 | FFIV |
F5, Inc.
|
46,797 | $13,539,776 | |
| 7 | MDB |
MongoDB, Inc.
|
49,520 | $12,121,010 | |
| 8 | TOST |
Toast, Inc.
|
399,267 | $10,584,568 |
All Filings in NET
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,903,311 | 33,456 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,449,596 | 47,931 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,540,038 | 39,797 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,793,446 | 39,797 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,149,594 | 45,697 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $378,646 | 4,681 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,371,181 | 40,700 | Shares | Sole | 2024-08-07 | |
| 2023-12-31 | $3,113,924 | 37,400 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,097,600 | 65,000 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,065,692 | 31,600 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $203,478 | 3,300 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $591,817 | 10,700 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,301,250 | 52,600 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $12,571,400 | 95,600 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $14,982,450 | 133,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,293,504 | 125,600 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,468,638 | 106,300 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,986,549 | 105,100 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||