Universal- Beteiligungs- und Servicegesellschaft mbH
Position in NET — Cloudflare, Inc.
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in NET
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$41,096,173
+$2,806,691 QoQ
Shares Held
167,548
-9.7% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#133
of 1,214 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $4,039,403,262 across 65 Software - Infrastructure names. NET ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,629,138 | $2,472,801,056 | |
| 2 | PANW |
Palo Alto Networks Inc
|
976,561 | $333,026,832 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,858,630 | $216,846,362 | |
| 4 | ORCL |
Oracle Corp
|
1,173,341 | $171,953,123 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
847,736 | $161,735,312 | |
| 6 | FTNT |
Fortinet, Inc.
|
597,603 | $91,803,772 | |
| 7 | SNPS |
Synopsys Inc
|
171,765 | $76,619,213 | |
| 8 | VRSN |
Verisign Inc/Ca
|
271,518 | $68,303,068 |
All Filings in NET
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,096,173 | 167,548 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $38,289,482 | 185,565 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $35,073,379 | 177,902 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $36,520,213 | 170,186 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $27,747,348 | 141,691 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $16,512,916 | 146,534 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $16,846,320 | 156,448 | Shares | Defined | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||