Position in NET
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,321,840
+$629,875 QoQ
Shares Held
21,697
-4.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#347
of 1,217 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Y.D. More Investments Ltd holds $324,507,118 across 33 Software - Infrastructure names. NET ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
592,718 | $202,128,691 | |
| 2 | NYAX |
Nayax Ltd.
|
906,477 | $59,383,307 | |
| 3 | MSFT |
Microsoft Corp
|
46,035 | $17,171,975 | |
| 4 | CGNT |
Cognyte Software Ltd.
|
1,854,798 | $16,285,126 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
37,388 | $7,133,069 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
21,697 | $5,321,840 | |
| 7 | FTNT |
Fortinet, Inc.
|
25,757 | $3,956,790 | |
| 8 | OKTA |
Okta, Inc.
|
15,915 | $2,171,601 |
All Filings in NET
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,321,840 | 21,697 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $4,691,965 | 22,739 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $5,127,279 | 26,007 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $5,921,395 | 27,594 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $5,772,284 | 29,476 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,150,811 | 27,960 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,448,021 | 32,021 | Shares | Defined | 2025-01-27 | |
| 2024-09-30 | $2,625,527 | 32,458 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $2,917,852 | 35,227 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $3,212,238 | 33,174 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,412,958 | 28,981 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,562,950 | 24,793 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,623,856 | 24,841 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,399,188 | 22,692 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,297,300 | 28,695 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||