Position in NET
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$403,976
-$12,757 QoQ
Shares Held
1,647
-74.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#810
of 1,214 holders
Holding Since
Mar 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Perpetual Ltd holds $177,575,469 across 18 Software - Infrastructure names. NET ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
441,582 | $164,718,915 | |
| 2 | ORCL |
Oracle Corp
|
17,232 | $2,525,349 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,047 | $1,288,853 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,756 | $1,280,870 | |
| 5 | VRSN |
Verisign Inc/Ca
|
4,439 | $1,116,674 | |
| 6 | FTNT |
Fortinet, Inc.
|
7,246 | $1,113,130 | |
| 7 | MDB |
MongoDB, Inc.
|
2,754 | $925,068 | |
| 8 | SNPS |
Synopsys Inc
|
1,580 | $704,790 |
All Filings in NET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,976 | 1,647 | Shares | Defined | 2026-07-15 | |
| 2023-06-30 | $416,733 | 6,375 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $393,082 | 6,375 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||