Position in NET
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$20,189,977
+$17,456,798 QoQ
Shares Held
82,314
+521.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#202
of 1,210 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TIAA Wealth Investment Management LLC holds $233,000,181 across 11 Software - Infrastructure names. NET ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
353,950 | $132,030,428 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
191,244 | $36,486,485 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
82,314 | $20,189,977 | |
| 4 | PANW |
Palo Alto Networks Inc
|
58,705 | $20,019,578 | |
| 5 | CRWV |
CoreWeave, Inc.
|
145,557 | $14,488,743 | |
| 6 | ORCL |
Oracle Corp
|
45,261 | $6,632,998 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
14,640 | $1,708,047 | |
| 8 | SNPS |
Synopsys Inc
|
2,824 | $1,259,701 |
All Filings in NET
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,189,977 | 82,314 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $2,733,179 | 13,246 | Shares | Defined | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||