Position in NET
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$26,702,161
+$7,236,046 QoQ
Shares Held
108,864
+15.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#168
of 1,210 holders
Holding Since
Mar 2023
13 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, 2026Tredje AP-fonden holds $1,201,120,591 across 14 Software - Infrastructure names. NET ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,255,278 | $841,263,799 | |
| 2 | ORCL |
Oracle Corp
|
544,319 | $79,769,949 | |
| 3 | PANW |
Palo Alto Networks Inc
|
229,733 | $78,343,547 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
337,432 | $64,376,964 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
108,864 | $26,702,161 | |
| 6 | SNPS |
Synopsys Inc
|
55,327 | $24,679,714 | |
| 7 | FTNT |
Fortinet, Inc.
|
156,766 | $24,082,392 | |
| 8 | CPAY |
Corpay, Inc.
|
40,665 | $13,552,424 |
All Filings in NET
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,702,161 | 108,864 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $19,466,115 | 94,340 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $6,635,122 | 30,920 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,843,463 | 24,733 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,700,165 | 23,961 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,580,120 | 23,961 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,876,329 | 47,921 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,969,296 | 47,921 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,712,909 | 48,672 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,708,317 | 44,539 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,939,933 | 46,636 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,216,661 | 49,207 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,349,987 | 54,330 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||