Position in NET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,693,420,906
+$445,725,240 QoQ
Shares Held
10,981,005
+0.8% QoQ
Ownership
3.08%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#8
of 1,214 holders
Holding Since
Mar 2026
2 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, 2026Capital International Investors holds $24,048,519,319 across 8 Software - Infrastructure names. NET ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
53,774,299 | $20,058,889,012 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
10,981,005 | $2,693,420,906 | |
| 3 | TOST |
Toast, Inc.
|
26,744,340 | $744,027,538 | |
| 4 | PANW |
Palo Alto Networks Inc
|
654,390 | $223,160,077 | |
| 5 | PAY |
Paymentus Holdings, Inc.
|
7,069,846 | $170,807,479 | |
| 6 | RELY |
Remitly Global, Inc.
|
2,985,869 | $66,913,324 | |
| 7 | RBRK |
Rubrik, Inc.
|
762,469 | $61,211,011 | |
| 8 | CLBT |
Cellebrite DI Ltd.
|
2,060,957 | $30,089,972 |
All Filings in NET
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,693,420,906 | 10,981,005 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,247,695,666 | 10,893,165 | Shares | Defined | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||