Position in NET
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,823,715
+$2,716,204 QoQ
Shares Held
44,128
+12.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#268
of 1,210 holders
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LGT Fund Management Co Ltd. holds $222,871,707 across 11 Software - Infrastructure names. NET ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
363,203 | $135,481,983 | |
| 2 | PANW |
Palo Alto Networks Inc
|
67,530 | $23,029,080 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
110,524 | $21,086,321 | |
| 4 | ORCL |
Oracle Corp
|
80,023 | $11,727,370 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
44,128 | $10,823,715 | |
| 6 | QLYS |
Qualys, Inc.
|
48,100 | $6,613,269 | |
| 7 | FTNT |
Fortinet, Inc.
|
36,345 | $5,583,318 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
35,800 | $4,176,786 |
All Filings in NET
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,823,715 | 44,128 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $8,107,511 | 39,292 | Shares | Defined | 2026-04-28 | |
| 2022-06-30 | $1,438,806 | 32,887 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $2,298,479 | 19,202 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $289,300 | 2,200 | Shares | Defined | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||