Position in NET
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$12,128,458
+$11,601,683 QoQ
Shares Held
58,779
+301.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
3 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, 2026BW Gestao de Investimentos Ltda. holds $137,181,686 across 20 Software - Infrastructure names. NET ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTNX |
Nutanix, Inc.
|
629,564 | $23,929,727 | |
| 2 | MSFT |
Microsoft Corp
|
51,809 | $19,178,137 | |
| 3 | PATH |
UiPath, Inc.
|
1,638,950 | $18,192,345 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
58,779 | $12,128,458 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
122,624 | $10,518,686 | |
| 6 | CINT |
CI&T Inc
|
1,925,665 | $9,763,121 | |
| 7 | CRWV |
CoreWeave, Inc.
|
112,560 | $8,720,023 | |
| 8 | FOUR |
Shift4 Payments, Inc.
|
151,827 | $6,639,394 |
All Filings in NET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||