Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,450,270
+$356,556 QoQ
Shares Held
65,185
-1.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026EFG International AG holds $249,996,004 across 25 Software - Infrastructure names. NET ranks #3 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
506,603 | $187,529,228 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
106,471 | $15,574,574 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
65,185 | $13,450,270 | |
| 4 | PANW |
Palo Alto Networks Inc
|
62,306 | $9,988,895 | |
| 5 | ZS |
Zscaler, Inc.
|
31,202 | $4,377,325 | |
| 6 | CRWV |
CoreWeave, Inc.
|
49,247 | $3,815,163 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
23,220 | $3,316,976 | |
| 8 | BOX |
Box Inc
|
139,356 | $3,294,374 |
All Filings in NET
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,450,270 | 65,185 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $13,093,714 | 66,415 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||