Position in NET
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$13,338,571
+$332,961 QoQ
Shares Held
54,381
-13.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#244
of 1,217 holders
Holding Since
Mar 2020
26 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, 2026Bank Julius Baer & Co. Ltd, Zurich holds $2,337,402,239 across 22 Software - Infrastructure names. NET ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,726,631 | $1,763,127,895 | |
| 2 | PANW |
Palo Alto Networks Inc
|
808,031 | $275,554,731 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
980,013 | $114,338,116 | |
| 4 | ORCL |
Oracle Corp
|
660,576 | $96,807,412 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
157,664 | $30,079,926 | |
| 6 | AIBZ |
Bitzero Holdings Inc.
|
2,833,334 | $19,380,004 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
54,381 | $13,338,571 | |
| 8 | FFIV |
F5, Inc.
|
15,178 | $6,313,440 |
All Filings in NET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,338,571 | 54,381 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,005,610 | 63,030 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,308,744 | 37,072 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,118,003 | 9,870 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,174,887 | 11,106 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,513,652 | 13,432 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $1,375,935 | 12,778 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $972,702 | 12,025 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,222,322 | 14,757 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,967,318 | 40,972 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,440,219 | 41,319 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $1,596,677 | 25,328 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,592,086 | 24,355 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,640,587 | 26,607 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,064,107 | 23,537 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,055,093 | 19,076 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,427,387 | 32,626 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,313,602 | 44,391 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,664,625 | 43,077 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $19,219,103 | 170,609 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $25,418,957 | 240,164 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $20,627,211 | 293,584 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $12,236,973 | 161,034 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $7,934,968 | 193,253 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,425,079 | 67,457 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,105,884 | 47,099 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||