Position in NET
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$111,827,613
New position
Shares Held
541,958
first reported quarter
Ownership
0.153%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Software - Infrastructure
Technology · as of Mar 31, 2026VANGUARD ASSET MANAGEMENT, Ltd holds $6,921,883,776 across 81 Software - Infrastructure names. NET ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,753,462 | $4,720,949,028 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
3,533,228 | $516,840,591 | |
| 3 | ORCL |
Oracle Corp
|
2,930,869 | $431,160,138 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,393,476 | $223,402,072 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
428,474 | $167,280,534 | |
| 6 | SNPS |
Synopsys Inc
|
332,689 | $131,904,534 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
541,958 | $111,827,613 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,086,229 | $88,766,633 |
All Filings in NET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $111,827,613 | 541,958 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||