Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$116,960,540
+$14,843,082 QoQ
Shares Held
476,845
-3.6% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#69
of 1,214 holders
Holding Since
Sep 2025
3 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, 2026CIBC Bancorp USA Inc. holds $3,992,459,694 across 47 Software - Infrastructure names. NET ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,759,778 | $2,894,552,388 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,226,765 | $418,351,398 | |
| 3 | ORCL |
Oracle Corp
|
889,408 | $130,342,741 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
476,845 | $116,960,540 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
566,064 | $107,996,519 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
688,144 | $80,285,759 | |
| 7 | SNPS |
Synopsys Inc
|
118,957 | $53,063,148 | |
| 8 | CPAY |
Corpay, Inc.
|
97,352 | $32,444,500 |
All Filings in NET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,960,540 | 476,845 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $102,117,458 | 494,899 | Shares | Defined | 2026-05-12 | |
| 2025-09-30 | $2,389,459 | 11,135 | Shares | Defined | 2025-11-21 | |
| No filing history on record for this holder in this stock. | ||||||