Position in NET
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$37,666,954
-$9,812,089 QoQ
Shares Held
182,548
-24.2% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026STOREBRAND ASSET MANAGEMENT AS holds $2,138,353,856 across 30 Software - Infrastructure names. NET ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,069,363 | $1,506,356,101 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,117,478 | $179,154,072 | |
| 3 | ORCL |
Oracle Corp
|
906,180 | $133,308,139 | |
| 4 | OKTA |
Okta, Inc.
|
612,870 | $48,238,997 | |
| 5 | SNPS |
Synopsys Inc
|
107,694 | $42,698,517 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
182,548 | $37,666,954 | |
| 7 | FTNT |
Fortinet, Inc.
|
447,382 | $36,560,057 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
359,212 | $35,059,989 |
All Filings in NET
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,666,954 | 182,548 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $47,479,043 | 240,827 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $52,075,842 | 242,676 | Shares | Sole | 2026-06-03 | |
| 2025-06-30 | $31,324,183 | 159,956 | Shares | Sole | 2026-06-03 | |
| 2025-03-31 | $16,686,684 | 148,076 | Shares | Sole | 2026-06-03 | |
| 2024-12-31 | $12,041,854 | 111,830 | Shares | Sole | 2026-06-17 | |
| 2024-09-30 | $9,024,816 | 111,569 | Shares | Sole | 2026-06-17 | |
| 2024-06-30 | $8,447,251 | 101,983 | Shares | Sole | 2026-06-17 | |
| 2024-03-31 | $11,005,600 | 113,659 | Shares | Sole | 2026-06-17 | |
| 2023-12-31 | $9,685,386 | 116,327 | Shares | Sole | 2026-06-18 | |
| 2023-09-30 | $6,139,906 | 97,397 | Shares | Sole | 2026-06-18 | |
| 2023-06-30 | $6,614,528 | 101,186 | Shares | Sole | 2026-06-18 | |
| 2023-03-31 | $6,067,652 | 98,405 | Shares | Sole | 2026-06-18 | |
| 2022-12-31 | $4,459,062 | 98,630 | Shares | Sole | 2026-06-18 | |
| 2022-09-30 | $5,477,902 | 99,040 | Shares | Sole | 2026-06-18 | |
| 2022-06-30 | $4,427,675 | 101,204 | Shares | Sole | 2026-06-18 | |
| 2022-03-31 | $11,487,609 | 95,970 | Shares | Sole | 2026-06-18 | |
| 2021-12-31 | $16,444,206 | 125,051 | Shares | Sole | 2026-06-18 | |
| 2021-09-30 | $10,457,637 | 92,833 | Shares | Sole | 2026-06-18 | |
| 2021-06-30 | $9,196,649 | 86,892 | Shares | Sole | 2026-06-18 | |
| 2021-03-31 | $7,162,304 | 101,940 | Shares | Sole | 2026-06-18 | |
| 2020-12-31 | $4,498,000 | 59,192 | Shares | Sole | 2026-06-18 | |
| No filing history on record for this holder in this stock. | ||||||