Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$111,023,713
+$24,568,510 QoQ
Shares Held
538,062
+22.7% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026FRED ALGER MANAGEMENT, LLC holds $2,243,189,337 across 19 Software - Infrastructure names. NET ranks #2 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,986,013 | $1,845,672,431 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
538,062 | $111,023,713 | |
| 3 | MDB |
MongoDB, Inc.
|
438,613 | $107,359,303 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
651,134 | $95,247,881 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
344,756 | $29,573,168 | |
| 6 | TWLO |
Twilio Inc
|
190,741 | $23,999,032 | |
| 7 | SNPS |
Synopsys Inc
|
19,390 | $7,687,747 | |
| 8 | OKTA |
Okta, Inc.
|
80,877 | $6,365,828 |
All Filings in NET
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $111,023,713 | 538,062 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $86,455,203 | 438,525 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $93,697,504 | 436,635 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $169,549,026 | 865,797 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $86,304,425 | 765,857 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $100,603,916 | 934,286 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,902,548 | 97,695 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,074,131 | 302,718 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,967,010 | 237,189 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,084,462 | 97,099 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,437,763 | 70,396 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,814,953 | 104,252 | Shares | Sole | 2023-08-14 | |
| 2022-03-31 | $14,378,483 | 120,121 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $16,980,072 | 150,733 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $19,011,298 | 179,623 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,692,911 | 209,122 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,913,673 | 209,418 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,030,087 | 171,215 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||