Position in NET
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$4,691,965
-$435,314 QoQ
Shares Held
22,739
-12.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 99.34034038436167.ToString("F0")%
Shared 0.ToString("F0")%
None 0.6596596156383306.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Y.D. More Investments Ltd holds $193,195,047 across 24 Software - Infrastructure names. NET ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
563,353 | $90,316,752 | |
| 2 | NYAX |
Nayax Ltd.
|
865,171 | $48,449,576 | |
| 3 | MSFT |
Microsoft Corp
|
55,364 | $20,494,091 | |
| 4 | CGNT |
Cognyte Software Ltd.
|
1,854,798 | $15,023,863 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
22,739 | $4,691,965 | |
| 6 | FTNT |
Fortinet, Inc.
|
29,203 | $2,386,469 | |
| 7 | ZS |
Zscaler, Inc.
|
13,279 | $1,862,910 | |
| 8 | CLBT |
Cellebrite DI Ltd.
|
110,151 | $1,517,880 |
All Filings in NET
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||