Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,701,029
-$8,427,429 QoQ
Shares Held
15,089
-74.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#396
of 1,214 holders
Holding Since
Mar 2020
4 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, 2026BW Gestao de Investimentos Ltda. holds $144,515,124 across 18 Software - Infrastructure names. NET ranks #10 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
115,951 | $43,252,042 | |
| 2 | NTNX |
Nutanix, Inc.
|
450,526 | $22,958,804 | |
| 3 | RXT |
Rackspace Technology, Inc.
|
2,340,279 | $15,282,021 | |
| 4 | DOCN |
DigitalOcean Holdings, Inc.
|
63,393 | $9,954,602 | |
| 5 | VRNS |
Varonis Systems Inc
|
178,338 | $7,483,062 | |
| 6 | CINT |
CI&T Inc
|
1,810,665 | $6,047,621 | |
| 7 | PATH |
UiPath, Inc.
|
549,321 | $5,971,119 | |
| 8 | ZS |
Zscaler, Inc.
|
35,691 | $5,037,784 |
All Filings in NET
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,701,029 | 15,089 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,128,458 | 58,779 | Shares | Sole | 2026-04-28 | |
| 2020-06-30 | $526,775 | 14,653 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||