Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$176,405,018
+$150,623,122 QoQ
Shares Held
854,924
+553.7% QoQ
Ownership
0.242%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
6 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)
Derivatives in NET
reported options exposure · as of Mar 31, 2026CallValue
$64,130,472
CallShares
310,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Select Equity Group, L.P. holds $574,665,576 across 4 Software - Infrastructure names. NET ranks #2 (30.7% of the industry book) .
All Filings in NET
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $176,405,018 | 854,924 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $64,130,472 | 310,800 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $25,781,896 | 130,773 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $69,468,147 | 323,725 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $33,132,696 | 154,400 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $59,385,447 | 303,250 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $44,845,070 | 229,000 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $1,972,075 | 17,500 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $72,475,784 | 643,143 | Shares | Sole | 2025-05-15 | |
| 2023-09-30 | $819,520 | 13,000 | Call | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||