Position in NET
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,575,685
+$599,155 QoQ
Shares Held
10,501
+9.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#473
of 1,210 holders
Holding Since
Dec 2025
3 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, 2026North Dakota State Investment Board holds $135,142,566 across 27 Software - Infrastructure names. NET ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
219,052 | $81,710,777 | |
| 2 | PANW |
Palo Alto Networks Inc
|
23,786 | $8,111,501 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
64,953 | $7,578,066 | |
| 4 | ORCL |
Oracle Corp
|
50,056 | $7,335,706 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
29,412 | $5,611,368 | |
| 6 | FTNT |
Fortinet, Inc.
|
24,394 | $3,747,406 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
10,501 | $2,575,685 | |
| 8 | SNPS |
Synopsys Inc
|
5,677 | $2,532,339 |
All Filings in NET
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,575,685 | 10,501 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,976,530 | 9,579 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,243,369 | 11,379 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||