Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$304,273,764
+$64,076,672 QoQ
Shares Held
1,240,516
+6.6% QoQ
Ownership
0.348%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#40
of 1,217 holders
Holding Since
Dec 2020
22 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, 2026Polar Capital Holdings Plc holds $2,348,777,000 across 10 Software - Infrastructure names. NET ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
1,672,688 | $570,420,061 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
2,153,756 | $410,904,338 | |
| 3 | MSFT |
Microsoft Corp
|
863,720 | $322,184,834 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
1,240,516 | $304,273,764 | |
| 5 | TWLO |
Twilio Inc
|
1,204,982 | $248,623,936 | |
| 6 | MDB |
MongoDB, Inc.
|
689,071 | $231,458,948 | |
| 7 | AKAM |
Akamai Technologies Inc
|
1,575,971 | $186,295,531 | |
| 8 | KSPI |
Joint Stock Co Kaspi.kz
|
673,258 | $58,331,073 |
All Filings in NET
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,273,764 | 1,240,516 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $240,197,092 | 1,164,084 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $183,421,656 | 930,366 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $384,870,383 | 1,793,515 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $374,810,395 | 1,913,958 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $255,846,530 | 2,270,357 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $315,802,934 | 2,932,791 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $290,840,399 | 3,595,505 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $242,354,119 | 2,925,922 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $246,455,976 | 2,545,244 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $60,798,366 | 730,223 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,628,109 | 200,319 | Shares | Defined | 2023-11-22 | |
| 2023-06-30 | $56,040,851 | 857,287 | Shares | Defined | 2023-12-13 | |
| 2023-03-31 | $110,376,086 | 1,790,076 | Shares | Defined | 2023-12-13 | |
| 2022-12-31 | $61,284,686 | 1,355,556 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $57,754,646 | 1,044,199 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,458,418 | 307,621 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $70,264,618 | 587,006 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 | $5,638,470 | 50,053 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $33,720,306 | 318,597 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $11,676,790 | 166,194 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $32,812,785 | 431,804 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||