Position in NET
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$24,613,473
+$6,006,062 QoQ
Shares Held
119,286
+26.4% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026PICTON MAHONEY ASSET MANAGEMENT holds $191,440,395 across 29 Software - Infrastructure names. NET ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
199,360 | $73,797,091 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
119,286 | $24,613,473 | |
| 3 | MDB |
MongoDB, Inc.
|
74,672 | $18,277,465 | |
| 4 | PANW |
Palo Alto Networks Inc
|
103,254 | $16,553,681 | |
| 5 | AKAM |
Akamai Technologies Inc
|
117,482 | $13,492,807 | |
| 6 | TWLO |
Twilio Inc
|
87,890 | $11,058,319 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
47,493 | $6,947,276 | |
| 8 | OS |
OneStream, Inc.
|
274,000 | $6,576,000 |
All Filings in NET
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,613,473 | 119,286 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $18,607,411 | 94,382 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $21,782,816 | 101,509 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $25,339,422 | 129,395 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,396,958 | 145,505 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $11,631,270 | 108,017 | Shares | Sole | 2025-04-02 | |
| 2024-09-30 | $6,271,887 | 77,536 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,501,638 | 42,275 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||