Position in NET
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$102,117,458
+$99,727,999 QoQ
Shares Held
494,899
+4344.5% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 99.81774058949402.ToString("F0")%
Shared 0.ToString("F0")%
None 0.18225941050598202.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CIBC Bancorp USA Inc. holds $3,984,595,155 across 45 Software - Infrastructure names. NET ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
8,645,671 | $3,200,368,033 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,293,881 | $207,435,000 | |
| 3 | ORCL |
Oracle Corp
|
741,913 | $109,142,820 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
494,899 | $102,117,458 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
582,524 | $83,213,553 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
446,367 | $65,294,563 | |
| 7 | SNPS |
Synopsys Inc
|
129,296 | $51,263,276 | |
| 8 | CPAY |
Corpay, Inc.
|
143,459 | $41,745,132 |
All Filings in NET
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||