Position in NET
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$329,409,223
+$227,849,373 QoQ
Shares Held
1,596,439
+209.9% QoQ
Ownership
0.452%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
$461,995,260
CallShares
2,239,000
PutValue
$205,865,418
PutShares
997,700
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, 2026JANE STREET GROUP, LLC holds $4,243,993,166 across 104 Software - Infrastructure names. NET ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
9,155,135 | $1,339,213,146 | |
| 2 | CRWV |
CoreWeave, Inc.
|
8,856,691 | $686,127,850 | |
| 3 | ORCL |
Oracle Corp
|
3,908,411 | $574,966,341 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
1,596,439 | $329,409,223 | |
| 5 | IOT |
Samsara Inc.
|
3,350,326 | $106,171,830 | |
| 6 | TOST |
Toast, Inc.
|
3,972,585 | $105,313,228 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
922,680 | $90,055,873 | |
| 8 | VRSN |
Verisign Inc/Ca
|
359,445 | $89,271,759 |
All Filings in NET
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $461,995,260 | 2,239,000 | Call | Defined | 2026-05-12 | |
| 2026-03-31 | $329,409,223 | 1,596,439 | Shares | Defined | 2026-05-12 | |
| 2026-03-31 | $205,865,418 | 997,700 | Put | Defined | 2026-05-12 | |
| 2025-12-31 | $101,559,850 | 515,140 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $367,132,730 | 1,862,200 | Call | Defined | 2026-02-12 | |
| 2025-12-31 | $83,355,020 | 422,800 | Put | Defined | 2026-02-12 | |
| 2025-09-30 | $20,983,468 | 97,784 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $391,497,996 | 1,824,400 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $91,629,930 | 427,000 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $327,192,764 | 1,670,800 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $27,565,421 | 140,762 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $46,274,629 | 236,300 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $36,860,899 | 327,100 | Put | Defined | 2025-05-19 | |
| 2025-03-31 | $56,807,029 | 504,100 | Call | Defined | 2025-05-19 | |
| 2025-03-31 | $73,209,845 | 649,657 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $2,543,078 | 23,617 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $46,894,640 | 435,500 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $192,768,736 | 1,790,200 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $7,679,695 | 94,940 | Shares | Defined | 2024-11-15 | |
| 2024-09-30 | $81,100,314 | 1,002,600 | Put | Defined | 2024-11-15 | |
| 2024-09-30 | $35,801,914 | 442,600 | Call | Defined | 2024-11-15 | |
| 2024-06-30 | $13,342,917 | 161,088 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $12,220,913 | 126,210 | Shares | Defined | 2024-05-16 | |
| 2023-12-31 | $15,060,733 | 180,888 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $13,454,878 | 213,434 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $10,502,605 | 160,664 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,704,848 | 124,957 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $12,446,628 | 275,307 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $58,897,793 | 1,064,867 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $8,924,780 | 203,995 | Shares | Defined | 2022-08-16 | |
| 2022-03-31 | $40,614,089 | 339,299 | Shares | Defined | 2022-05-17 | |
| 2022-03-31 | $68,276,880 | 570,400 | Put | Defined | 2022-05-17 | |
| 2022-03-31 | $96,502,140 | 806,200 | Call | Defined | 2022-05-17 | |
| 2021-12-31 | $188,110,750 | 1,430,500 | Call | Defined | 2022-02-15 | |
| 2021-12-31 | $24,430,595 | 185,784 | Shares | Defined | 2022-02-15 | |
| 2021-12-31 | $95,311,200 | 724,800 | Put | Defined | 2022-02-15 | |
| 2021-09-30 | $116,142,150 | 1,031,000 | Call | Defined | 2021-11-16 | |
| 2021-09-30 | $62,858,700 | 558,000 | Put | Defined | 2021-11-16 | |
| 2021-09-30 | $4,364,173 | 38,741 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $98,780,472 | 933,300 | Call | Defined | 2021-08-16 | |
| 2021-06-30 | $37,657,872 | 355,800 | Put | Defined | 2021-08-16 | |
| 2021-06-30 | $738,974 | 6,982 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $26,790,138 | 381,300 | Put | Defined | 2021-05-18 | |
| 2021-03-31 | $46,540,224 | 662,400 | Call | Defined | 2021-05-18 | |
| 2021-03-31 | $9,228,440 | 131,347 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $31,509,783 | 414,657 | Shares | Defined | 2021-02-17 | |
| 2020-12-31 | $84,972,018 | 1,118,200 | Call | Defined | 2021-02-17 | |
| 2020-12-31 | $37,318,689 | 491,100 | Put | Defined | 2021-02-17 | |
| 2020-09-30 | $21,014,508 | 511,800 | Put | Defined | 2020-11-17 | |
| 2020-09-30 | $27,674,440 | 674,000 | Call | Defined | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||