Position in NET
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,573,000
+$2,264,675 QoQ
Shares Held
18,644
+66.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#366
of 1,210 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Generali Asset Management SPA SGR holds $297,581,644 across 17 Software - Infrastructure names. NET ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
610,529 | $227,739,527 | |
| 2 | PANW |
Palo Alto Networks Inc
|
58,450 | $19,932,619 | |
| 3 | ORCL |
Oracle Corp
|
65,771 | $9,638,740 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
49,556 | $9,454,541 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
63,913 | $7,456,729 | |
| 6 | SNPS |
Synopsys Inc
|
15,070 | $6,722,274 | |
| 7 | FTNT |
Fortinet, Inc.
|
40,229 | $6,179,978 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
18,644 | $4,573,000 |
All Filings in NET
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,573,000 | 18,644 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,308,325 | 11,187 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,271,168 | 11,520 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,471,862 | 11,519 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,177,042 | 11,117 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,238,350 | 10,989 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,133,224 | 10,524 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||