Position in NET
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$39,764,547
+$15,089,173 QoQ
Shares Held
162,119
+35.6% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#139
of 1,217 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Vontobel Holding Ltd. holds $1,680,328,333 across 38 Software - Infrastructure names. NET ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,927,745 | $719,087,436 | |
| 2 | SNPS |
Synopsys Inc
|
693,525 | $309,360,692 | |
| 3 | AKAM |
Akamai Technologies Inc
|
1,251,070 | $147,888,981 | |
| 4 | PANW |
Palo Alto Networks Inc
|
383,508 | $130,783,895 | |
| 5 | ORCL |
Oracle Corp
|
355,093 | $52,038,876 | |
| 6 | FTNT |
Fortinet, Inc.
|
296,373 | $45,528,818 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
162,119 | $39,764,547 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
160,812 | $30,680,516 |
All Filings in NET
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,764,547 | 162,119 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $24,675,374 | 119,586 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $18,333,174 | 92,991 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $21,623,803 | 100,768 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $14,980,993 | 76,500 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $12,278,701 | 108,960 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $12,206,173 | 113,356 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $21,256,354 | 262,781 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $26,218,013 | 316,528 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $29,638,597 | 306,089 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $23,218,298 | 278,865 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $21,267,299 | 337,362 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $22,578,927 | 345,402 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $21,845,890 | 354,296 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $16,935,212 | 374,590 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,175,052 | 202,044 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $8,593,243 | 196,417 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $7,795,462 | 65,125 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $8,316,191 | 63,241 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,786,450 | 113,506 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $11,589,584 | 109,501 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $2,127,261 | 30,277 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $1,789,032 | 23,543 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||