Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$150,802,804
+$38,975,191 QoQ
Shares Held
614,819
+13.4% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#62
of 1,214 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, 2026VANGUARD ASSET MANAGEMENT, Ltd holds $8,466,487,301 across 80 Software - Infrastructure names. NET ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
14,348,502 | $5,352,278,216 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,568,853 | $535,010,250 | |
| 3 | ORCL |
Oracle Corp
|
3,333,734 | $488,558,717 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,018,926 | $468,888,096 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,948,368 | $371,719,388 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,199,792 | $184,312,047 | |
| 7 | SNPS |
Synopsys Inc
|
365,477 | $163,028,325 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
614,819 | $150,802,804 |
All Filings in NET
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,802,804 | 614,819 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $111,827,613 | 541,958 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||