Position in NET
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$198,079,297
+$131,675,578 QoQ
Shares Held
807,564
+150.9% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
#56
of 1,219 holders
Holding Since
Mar 2026
2 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, 2026Phoenix Financial Ltd. holds $914,117,113 across 20 Software - Infrastructure names. NET ranks #3 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
794,580 | $296,394,230 | |
| 2 | PANW |
Palo Alto Networks Inc
|
750,730 | $256,013,944 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
807,564 | $198,079,297 | |
| 4 | CLBT |
Cellebrite DI Ltd.
|
6,181,269 | $90,246,527 | |
| 5 | ORCL |
Oracle Corp
|
218,225 | $31,980,872 | |
| 6 | NYAX |
Nayax Ltd.
|
465,279 | $30,480,427 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
13,584 | $2,591,623 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
16,563 | $1,932,404 |
All Filings in NET
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,079,297 | 807,564 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $66,403,719 | 321,817 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||