Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,605,960
+$12,859,969 QoQ
Shares Held
85,325
+254.4% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Engineers Gate Manager LP holds $301,044,772 across 70 Software - Infrastructure names. NET ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
196,159 | $72,612,177 | |
| 2 | FTNT |
Fortinet, Inc.
|
307,319 | $25,114,108 | |
| 3 | TWLO |
Twilio Inc
|
196,838 | $24,766,157 | |
| 4 | OKTA |
Okta, Inc.
|
230,034 | $18,105,976 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
85,325 | $17,605,960 | |
| 6 | GDDY |
GoDaddy Inc.
|
209,259 | $17,299,441 | |
| 7 | FFIV |
F5, Inc.
|
42,623 | $12,332,112 | |
| 8 | MDB |
MongoDB, Inc.
|
46,045 | $11,270,434 |
All Filings in NET
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,605,960 | 85,325 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,745,991 | 24,073 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,793,426 | 59,618 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,507,994 | 12,807 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,416,409 | 110,182 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $444,826 | 4,131 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,306,821 | 28,518 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $714,822 | 8,630 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,660,838 | 68,789 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,119,264 | 13,443 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,546,065 | 23,651 | Shares | Sole | 2023-08-14 | |
| 2021-12-31 | $3,035,283 | 23,082 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $867,464 | 8,196 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $359,379 | 5,115 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,006,629 | 79,045 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $273,471 | 11,647 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||