Position in NET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,043,990
+$977,227 QoQ
Shares Held
53,180
-9.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#246
of 1,214 holders
Holding Since
Jun 2025
5 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, 2026Varma Mutual Pension Insurance Co holds $608,501,824 across 8 Software - Infrastructure names. NET ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,141,076 | $425,644,169 | |
| 2 | PANW |
Palo Alto Networks Inc
|
118,624 | $40,453,156 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
322,300 | $37,602,741 | |
| 4 | ORCL |
Oracle Corp
|
239,618 | $35,116,017 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
160,860 | $30,689,675 | |
| 6 | SNPS |
Synopsys Inc
|
35,515 | $15,842,176 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
53,180 | $13,043,990 | |
| 8 | XYZ |
Block, Inc.
|
133,025 | $10,109,900 |
All Filings in NET
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,043,990 | 53,180 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,066,763 | 58,480 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,529,332 | 58,480 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $12,853,941 | 59,900 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,790,233 | 55,100 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||