AustralianSuper Pty Ltd

Position in NET — Cloudflare, Inc.

CIK 1694164 MELBOURNE, C3

Position in NET

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$50,827,113

-$31,376,156 QoQ

Shares Held

246,327

-40.9% QoQ

Ownership

0.070%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

AustralianSuper Pty Ltd holds $800,002,112 across 13 Software - Infrastructure names. NET ranks #2 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	1,716,818	$635,514,519
2	NET	Cloudflare, Inc. This page	246,327	$50,827,113
3	CRWD	CrowdStrike Holdings, Inc.	98,252	$38,358,563
4	GDDY	GoDaddy Inc.	291,313	$24,082,845
5	NTAP	NetApp, Inc.	223,315	$22,865,222
6	TOST	Toast, Inc.	335,634	$8,897,657
7	PLTR	Palantir Technologies Inc.	37,661	$5,509,051
8	GEN	Gen Digital Inc.	247,060	$4,652,139

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$50,827,113	246,327	-40.9%	Shares	Sole	2026-05-07
2025-12-31	$82,203,269	416,958	-19.0%	Shares	Sole	2026-02-05
2025-09-30	$110,520,716	515,032	+5.1%	Shares	Sole	2025-11-12
2025-06-30	$95,967,862	490,057	+2547.8%	Shares	Sole	2025-08-01
2025-03-31	$2,085,666	18,508	0.0%	Shares	Sole	2025-05-05
2024-12-31	$1,992,941	18,508	0.0%	Shares	Sole	2025-01-30
2024-09-30	$1,497,112	18,508	+44.1%	Shares	Sole	2024-10-28
2024-06-30	$1,064,034	12,846	0.0%	Shares	Sole	2024-07-26
2024-03-31	$1,243,878	12,846	0.0%	Shares	Sole	2024-04-26
2023-12-31	$1,069,557	12,846	0.0%	Shares	Sole	2024-01-16
2023-09-30	$809,811	12,846	+5.2%	Shares	Sole	2023-10-27
2023-06-30	$798,298	12,212	—	Shares	Sole	2023-07-28
No filing history on record for this holder in this stock.