Position in NET
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,744,683
+$560,368 QoQ
Shares Held
11,190
+5.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#457
of 1,214 holders
Holding Since
Jun 2025
5 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, 2026MASTERINVEST Kapitalanlage GmbH holds $70,980,548 across 11 Software - Infrastructure names. NET ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
115,473 | $43,073,738 | |
| 2 | PANW |
Palo Alto Networks Inc
|
21,815 | $7,439,351 | |
| 3 | ORCL |
Oracle Corp
|
48,132 | $7,053,744 | |
| 4 | FTNT |
Fortinet, Inc.
|
18,505 | $2,842,738 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
11,190 | $2,744,683 | |
| 6 | SNPS |
Synopsys Inc
|
4,320 | $1,927,022 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
14,620 | $1,705,715 | |
| 8 | MDB |
MongoDB, Inc.
|
4,506 | $1,513,565 |
All Filings in NET
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,744,683 | 11,190 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,184,315 | 10,586 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,695,490 | 8,600 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,702,342 | 7,933 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,567,814 | 8,006 | Shares | Sole | 2025-08-26 | |
| No filing history on record for this holder in this stock. | ||||||