Position in NET
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$11,496,026
+$4,502,919 QoQ
Shares Held
55,714
+57.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026OP Asset Management Ltd holds $755,246,708 across 36 Software - Infrastructure names. NET ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,426,567 | $528,072,306 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
399,886 | $58,495,324 | |
| 3 | ORCL |
Oracle Corp
|
308,659 | $45,406,825 | |
| 4 | PANW |
Palo Alto Networks Inc
|
151,855 | $24,345,393 | |
| 5 | SNPS |
Synopsys Inc
|
32,821 | $13,012,870 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
55,714 | $11,496,026 | |
| 7 | NTNX |
Nutanix, Inc.
|
285,273 | $10,843,226 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
25,532 | $9,967,948 |
All Filings in NET
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,496,026 | 55,714 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $6,993,107 | 35,471 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $7,260,867 | 33,836 | Shares | Sole | 2026-04-20 | |
| 2025-06-30 | $6,620,620 | 33,808 | Shares | Sole | 2026-04-20 | |
| 2025-03-31 | $3,656,339 | 32,446 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||