Position in NET
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,311,021
+$254,767 QoQ
Shares Held
5,345
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#592
of 1,214 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TCW GROUP INC holds $1,163,447,279 across 21 Software - Infrastructure names. NET ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,123,627 | $419,135,342 | |
| 2 | PANW |
Palo Alto Networks Inc
|
802,347 | $273,616,373 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
702,491 | $81,959,623 | |
| 4 | DOCN |
DigitalOcean Holdings, Inc.
|
509,623 | $80,026,099 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
406,288 | $77,513,654 | |
| 6 | NTAP |
NetApp, Inc.
|
498,787 | $77,192,275 | |
| 7 | ORCL |
Oracle Corp
|
493,119 | $72,266,588 | |
| 8 | AKAM |
Akamai Technologies Inc
|
451,949 | $53,424,890 |
All Filings in NET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,311,021 | 5,345 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $1,056,254 | 5,119 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $960,514 | 4,872 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||