Position in NET
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$17,675,122
+$4,476,791 QoQ
Shares Held
72,061
+12.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#219
of 1,210 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, 2026IFM Investors Pty Ltd holds $922,867,410 across 23 Software - Infrastructure names. NET ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,616,514 | $602,992,052 | |
| 2 | PANW |
Palo Alto Networks Inc
|
186,273 | $63,522,818 | |
| 3 | ORCL |
Oracle Corp
|
396,701 | $58,136,531 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
488,245 | $56,963,544 | |
| 5 | FTNT |
Fortinet, Inc.
|
140,685 | $21,612,029 | |
| 6 | SNPS |
Synopsys Inc
|
42,153 | $18,803,188 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
72,061 | $17,675,122 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
229,492 | $10,945,907 |
All Filings in NET
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,675,122 | 72,061 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $13,198,331 | 63,964 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $12,097,715 | 61,363 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,768,963 | 59,504 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $11,498,354 | 58,716 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $6,330,698 | 56,178 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $5,948,996 | 55,247 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $4,868,041 | 60,181 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,960,191 | 59,884 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,863,831 | 60,558 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $4,822,002 | 57,915 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,887,802 | 61,672 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,490,692 | 53,399 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,626,654 | 42,599 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,890,230 | 41,810 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,351,781 | 42,520 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,841,131 | 42,083 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,817,565 | 40,247 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,173,810 | 31,740 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,342,325 | 29,670 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,156,889 | 29,827 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,596,728 | 22,726 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,137,190 | 14,965 | Shares | Sole | 2021-01-13 | |
| No filing history on record for this holder in this stock. | ||||||