Position in NET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$21,116,155
+$3,246,699 QoQ
Shares Held
86,090
-0.6% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#199
of 1,210 holders
Holding Since
Dec 2020
23 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, 2026ARIZONA STATE RETIREMENT SYSTEM holds $1,199,315,529 across 61 Software - Infrastructure names. NET ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,957,446 | $730,166,506 | |
| 2 | PANW |
Palo Alto Networks Inc
|
225,037 | $76,742,117 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
604,307 | $70,504,497 | |
| 4 | ORCL |
Oracle Corp
|
478,829 | $70,172,389 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
274,008 | $52,276,616 | |
| 6 | FTNT |
Fortinet, Inc.
|
174,517 | $26,809,301 | |
| 7 | SNPS |
Synopsys Inc
|
50,497 | $22,525,196 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
86,090 | $21,116,155 |
All Filings in NET
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,116,155 | 86,090 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $17,869,456 | 86,602 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $17,249,639 | 87,495 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $19,664,813 | 91,639 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $17,671,895 | 90,241 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,962,697 | 88,408 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,513,204 | 88,347 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,977,733 | 86,262 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,788,995 | 81,963 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,887,481 | 81,457 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $7,815,782 | 93,872 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,730,332 | 75,037 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,863,658 | 74,402 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,592,991 | 74,489 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,137,709 | 69,403 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,805,936 | 68,811 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,999,893 | 68,569 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $8,545,981 | 71,395 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,538,952 | 64,935 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,291,271 | 64,725 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,739,150 | 63,673 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $4,027,795 | 57,327 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,359,745 | 44,213 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||