Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,507,981
+$260,244 QoQ
Shares Held
6,148
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#564
of 1,210 holders
Holding Since
Sep 2024
8 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, 2026Siemens Fonds Invest GmbH holds $136,693,399 across 21 Software - Infrastructure names. NET ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
223,071 | $83,209,944 | |
| 2 | PANW |
Palo Alto Networks Inc
|
31,285 | $10,668,810 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
87,078 | $10,159,390 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
44,932 | $8,572,351 | |
| 5 | ORCL |
Oracle Corp
|
48,323 | $7,081,735 | |
| 6 | FTNT |
Fortinet, Inc.
|
39,874 | $6,125,443 | |
| 7 | SNPS |
Synopsys Inc
|
7,530 | $3,358,907 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
6,148 | $1,507,981 |
All Filings in NET
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,507,981 | 6,148 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,247,737 | 6,047 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,162,396 | 5,896 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $932,608 | 4,346 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $849,118 | 4,336 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $398,021 | 3,532 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $352,759 | 3,276 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $250,920 | 3,102 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||