Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$43,101,337
+$5,208,235 QoQ
Shares Held
175,723
-4.3% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#128
of 1,217 holders
Holding Since
Dec 2020
23 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, 2026ARK Investment Management LLC holds $1,342,595,103 across 22 Software - Infrastructure names. NET ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
3,212,286 | $374,777,407 | |
| 2 | CRWV |
CoreWeave, Inc.
|
2,657,192 | $264,496,891 | |
| 3 | XYZ |
Block, Inc.
|
3,097,973 | $235,445,948 | |
| 4 | BLSH |
Bullish
|
6,746,186 | $158,063,137 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
378,000 | $72,116,730 | |
| 6 | TOST |
Toast, Inc.
|
1,859,887 | $51,742,056 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
175,723 | $43,101,337 | |
| 8 | SNPS |
Synopsys Inc
|
81,283 | $36,257,907 |
All Filings in NET
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,101,337 | 175,723 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $37,893,102 | 183,644 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $41,419,243 | 210,090 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $47,707,219 | 222,318 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $40,009,243 | 204,306 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $24,694,661 | 219,138 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $37,671,848 | 349,850 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $28,348,628 | 350,459 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $32,734,830 | 395,205 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $38,090,985 | 393,380 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $36,706,669 | 440,868 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $27,082,551 | 429,609 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $27,347,604 | 418,351 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $17,819,431 | 288,995 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $13,335,232 | 294,962 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $17,163,135 | 310,308 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $14,202,781 | 324,635 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $29,419,506 | 245,777 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $16,378,193 | 124,549 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $52,566,545 | 466,636 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $64,947,551 | 613,639 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $66,217,661 | 942,466 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $55,088,190 | 724,940 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||