Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$88,516,558
+$88,516,558 QoQ
Shares Held
428,984
Ownership
0.121%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.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
$8,810,718
CallShares
42,700
PutValue
$5,509,278
PutShares
26,700
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, 2026Point72 Asset Management, L.P. holds $2,558,062,787 across 62 Software - Infrastructure names. NET ranks #10 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKAM |
Akamai Technologies Inc
|
3,300,815 | $379,098,602 | |
| 2 | XYZ |
Block, Inc.
|
6,298,335 | $379,033,800 | |
| 3 | OKTA |
Okta, Inc.
|
2,770,741 | $218,085,024 | |
| 4 | ORCL |
Oracle Corp
|
1,183,832 | $174,153,525 | |
| 5 | FFIV |
F5, Inc.
|
482,256 | $139,531,128 | |
| 6 | MSFT |
Microsoft Corp
|
350,644 | $129,797,889 | |
| 7 | VRSN |
Verisign Inc/Ca
|
505,695 | $125,594,410 | |
| 8 | TWLO |
Twilio Inc
|
951,879 | $119,765,415 |
All Filings in NET
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,810,718 | 42,700 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $88,516,558 | 428,984 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $5,509,278 | 26,700 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $37,202,205 | 188,700 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $25,452,065 | 129,100 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $4,871,193 | 22,700 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $1,330,458 | 6,200 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $4,778,252 | 24,400 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $12,298,124 | 62,800 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $31,720,319 | 281,483 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $7,392,464 | 65,600 | Put | Defined | 2025-07-21 | |
| 2025-03-31 | $3,504,659 | 31,100 | Call | Defined | 2025-07-21 | |
| 2024-12-31 | $151,511,574 | 1,407,054 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $12,146,304 | 112,800 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $9,572,752 | 88,900 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $4,028,322 | 49,800 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $5,152,693 | 63,700 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $3,859,878 | 46,600 | Put | Defined | 2024-09-16 | |
| 2024-06-30 | $3,909,576 | 47,200 | Call | Defined | 2024-09-16 | |
| 2024-03-31 | $1,607,378 | 16,600 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $1,636,427 | 16,900 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $1,407,094 | 16,900 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $1,382,116 | 16,600 | Call | Defined | 2024-02-14 | |
| 2023-03-31 | $3,699,600 | 60,000 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $632,015 | 10,250 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,068,900 | 90,000 | Call | Defined | 2023-05-15 | |
| 2022-09-30 | $1,659,300 | 30,000 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $16,593 | 300 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,312,500 | 30,000 | Call | Defined | 2022-08-15 | |
| 2020-12-31 | $20,175,345 | 265,500 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $10,071,525 | 245,288 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||