Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,531,924
+$22,367,807 QoQ
Shares Held
100,016
+805.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#178
of 1,193 holders
Holding Since
Jun 2020
13 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, 2026ExodusPoint Capital Management, LP holds $513,459,347 across 47 Software - Infrastructure names. NET ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
231,231 | $86,253,787 | |
| 2 | MDB |
MongoDB, Inc.
|
130,972 | $43,993,494 | |
| 3 | AKAM |
Akamai Technologies Inc
|
289,784 | $34,255,366 | |
| 4 | OKTA |
Okta, Inc.
|
229,003 | $31,247,459 | |
| 5 | GEN |
Gen Digital Inc.
|
1,216,444 | $30,229,615 | |
| 6 | ORCL |
Oracle Corp
|
185,787 | $27,227,084 | |
| 7 | XYZ |
Block, Inc.
|
353,554 | $26,870,104 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
100,016 | $24,531,924 |
All Filings in NET
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,531,924 | 100,016 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $2,164,117 | 11,051 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $9,283,954 | 86,218 | Shares | Sole | 2025-02-12 | |
| 2024-03-31 | $8,490,925 | 87,689 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,483,479 | 29,828 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $283,680 | 4,500 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $3,452,343 | 55,990 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $418,599 | 9,259 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,716,937 | 49,122 | Shares | Other | 2022-11-10 | |
| 2021-12-31 | $1,900,701 | 14,454 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $697,078 | 6,188 | Shares | Other | 2021-11-15 | |
| 2020-09-30 | $6,899,845 | 168,043 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,054,988 | 29,346 | Shares | Other | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||