Position in NET
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,167,313
-$223,113 QoQ
Shares Held
21,067
-19.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#349
of 1,210 holders
Holding Since
Mar 2020
25 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, 2026Banque Cantonale Vaudoise holds $190,869,109 across 32 Software - Infrastructure names. NET ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
278,102 | $103,737,607 | |
| 2 | PANW |
Palo Alto Networks Inc
|
51,188 | $17,456,131 | |
| 3 | ORCL |
Oracle Corp
|
83,175 | $12,189,296 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
36,568 | $6,976,625 | |
| 5 | FFIV |
F5, Inc.
|
12,833 | $5,338,014 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
21,067 | $5,167,313 | |
| 7 | OKTA |
Okta, Inc.
|
34,480 | $4,704,796 | |
| 8 | RBRK |
Rubrik, Inc.
|
54,751 | $4,395,410 |
All Filings in NET
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,167,313 | 21,067 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,390,426 | 26,124 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,807,305 | 24,384 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,105,074 | 33,110 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,503,618 | 38,317 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,673,806 | 32,601 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $2,972,950 | 36,753 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,520,268 | 30,427 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,101,174 | 32,027 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,482,396 | 29,815 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,271,142 | 36,027 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,414,440 | 36,935 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,991,556 | 32,299 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,624,576 | 35,934 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,912,841 | 34,584 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,531,643 | 35,009 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,237,286 | 27,045 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,109,317 | 23,645 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,167,943 | 28,122 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,708,128 | 25,587 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,111,653 | 15,822 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,066,519 | 14,035 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $583,462 | 14,210 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $102,349 | 2,847 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $143,674 | 6,119 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||