Position in NET
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$81,081,228
+$19,938,147 QoQ
Shares Held
330,566
+11.6% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#92
of 1,214 holders
Holding Since
Mar 2021
22 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, 2026USS Investment Management Ltd holds $1,103,187,004 across 29 Software - Infrastructure names. NET ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,810,982 | $675,532,505 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
330,566 | $81,081,228 | |
| 3 | PANW |
Palo Alto Networks Inc
|
179,045 | $61,057,925 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
379,094 | $44,228,896 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
230,216 | $43,921,759 | |
| 6 | ORCL |
Oracle Corp
|
281,622 | $41,271,704 | |
| 7 | IOT |
Samsara Inc.
|
998,506 | $32,381,549 | |
| 8 | FTNT |
Fortinet, Inc.
|
163,973 | $25,189,532 |
All Filings in NET
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,081,228 | 330,566 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $61,143,081 | 296,322 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $10,577,886 | 53,654 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,531,637 | 53,738 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,535,654 | 53,800 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,104,079 | 54,167 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,838,517 | 54,221 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,888,182 | 60,430 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,993,820 | 60,290 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,821,516 | 60,121 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,595,202 | 55,191 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,479,240 | 55,191 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,488,993 | 53,373 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,168,522 | 51,387 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,064,062 | 45,655 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,525,178 | 45,655 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,485,218 | 56,805 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,280,991 | 60,827 | Shares | Sole | 2022-07-18 | |
| 2021-12-31 | $6,542,388 | 49,752 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,604,562 | 49,752 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,555,141 | 43,038 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,023,849 | 43,038 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||