Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$117,765,550
+$6,741,837 QoQ
Shares Held
480,127
-10.8% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#68
of 1,219 holders
Holding Since
Sep 2020
19 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 Jun 30, 2026FRED ALGER MANAGEMENT, LLC holds $2,390,474,253 across 17 Software - Infrastructure names. NET ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,164,479 | $1,926,453,955 | |
| 2 | TWLO |
Twilio Inc
|
830,937 | $171,447,231 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
480,127 | $117,765,550 | |
| 4 | MDB |
MongoDB, Inc.
|
232,714 | $78,168,632 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
347,442 | $54,558,816 | |
| 6 | FFIV |
F5, Inc.
|
22,194 | $9,231,816 | |
| 7 | OKTA |
Okta, Inc.
|
66,702 | $9,101,487 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
41,256 | $7,871,025 |
All Filings in NET
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,765,550 | 480,127 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||