Position in NET
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,217,972,395
-$1,464,668,546 QoQ
Shares Held
5,902,745
-56.6% QoQ
Ownership
1.67%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 73.60304400749142.ToString("F0")%
Shared 0.26267439979196117.ToString("F0")%
None 26.134281592716608.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026JPMORGAN CHASE & CO holds $65,571,787,301 across 116 Software - Infrastructure names. NET ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
127,128,999 | $47,059,341,549 | |
| 2 | ORCL |
Oracle Corp
|
32,492,417 | $4,779,959,454 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
21,553,535 | $3,152,851,089 | |
| 4 | PANW |
Palo Alto Networks Inc
|
13,469,336 | $2,159,403,936 | |
| 5 | CPAY |
Corpay, Inc.
|
4,821,440 | $1,402,990,817 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
5,902,745 | $1,217,972,395 | |
| 7 | TWLO |
Twilio Inc
|
9,373,200 | $1,179,336,017 | |
| 8 | SNPS |
Synopsys Inc
|
1,741,876 | $690,618,988 |
All Filings in NET
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,217,972,395 | 5,902,745 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,682,640,941 | 13,607,106 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,266,328,972 | 10,561,205 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $1,395,412,508 | 7,125,632 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $275,515,550 | 2,444,898 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $17,940,668 | 166,611 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $23,070,470 | 285,208 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $41,514,061 | 501,196 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $74,959,003 | 774,130 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $14,576,574 | 175,073 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $110,774,512 | 1,757,210 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $128,550,945 | 1,966,513 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $15,602,687 | 253,044 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $6,405,215 | 141,677 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,376,369 | 169,524 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $16,395,921 | 374,764 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $18,436,550 | 154,023 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $17,738,955 | 134,897 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $47,917,702 | 425,368 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $35,493,654 | 335,352 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $40,995,723 | 583,486 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $55,165,851 | 725,962 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $56,599,233 | 1,378,452 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $12,092,355 | 336,366 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $5,538,954 | 235,901 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||