Position in NET
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$22,173,802
-$2,215,998 QoQ
Shares Held
90,402
-23.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#187
of 1,210 holders
Holding Since
Jun 2021
14 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, 2026Mn Services Vermogensbeheer B.V. holds $812,832,060 across 17 Software - Infrastructure names. NET ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,253,749 | $467,673,451 | |
| 2 | PANW |
Palo Alto Networks Inc
|
236,329 | $80,592,915 | |
| 3 | ORCL |
Oracle Corp
|
502,850 | $73,692,667 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
286,268 | $54,615,640 | |
| 5 | FTNT |
Fortinet, Inc.
|
183,314 | $28,160,696 | |
| 6 | SNPS |
Synopsys Inc
|
53,025 | $23,652,861 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
90,402 | $22,173,802 | |
| 8 | NTAP |
NetApp, Inc.
|
57,581 | $8,911,235 |
All Filings in NET
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,173,802 | 90,402 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $24,389,800 | 118,202 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $23,618,964 | 119,802 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $25,064,112 | 116,800 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $22,598,782 | 115,400 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $12,069,099 | 107,100 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $12,426,272 | 115,400 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $9,181,015 | 113,500 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $9,633,129 | 116,300 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $11,590,551 | 119,700 | Shares | Sole | 2024-04-29 | |
| 2022-03-31 | $19,211,850 | 160,500 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $22,618,000 | 172,000 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $18,891,405 | 167,700 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $17,484,768 | 165,200 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||