Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,830,199,882
New position
Shares Held
13,716,196
first reported quarter
Ownership
3.88%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Software - Infrastructure
Technology · as of Mar 31, 2026VANGUARD CAPITAL MANAGEMENT LLC holds $261,532,277,117 across 125 Software - Infrastructure names. NET ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
482,558,086 | $178,628,526,694 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
144,837,529 | $21,186,833,742 | |
| 3 | ORCL |
Oracle Corp
|
111,115,412 | $16,346,188,259 | |
| 4 | PANW |
Palo Alto Networks Inc
|
52,765,656 | $8,459,389,969 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
15,965,393 | $6,233,049,081 | |
| 6 | SNPS |
Synopsys Inc
|
12,442,898 | $4,933,360,199 | |
| 7 | FTNT |
Fortinet, Inc.
|
39,754,778 | $3,248,760,458 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
13,716,196 | $2,830,199,882 |
All Filings in NET
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,403,047,593 | 16,492,428 | Shares | Sole | 2026-04-29 | |
| 2026-03-31 | $2,830,199,882 | 13,716,196 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||