Position in NET
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$42,040,949
+$11,229,756 QoQ
Shares Held
203,746
+30.4% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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, 2026ROYAL LONDON ASSET MANAGEMENT LTD holds $2,931,734,040 across 24 Software - Infrastructure names. NET ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,685,840 | $2,104,727,392 | |
| 2 | ORCL |
Oracle Corp
|
1,106,805 | $162,822,083 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,078,765 | $157,801,744 | |
| 4 | SNPS |
Synopsys Inc
|
299,015 | $118,553,467 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,122,679 | $91,745,327 | |
| 6 | CPAY |
Corpay, Inc.
|
218,006 | $63,437,565 | |
| 7 | PANW |
Palo Alto Networks Inc
|
382,331 | $61,295,305 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
203,746 | $42,040,949 |
All Filings in NET
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,040,949 | 203,746 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $30,811,193 | 156,283 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $33,729,256 | 157,180 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $32,855,378 | 167,775 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,072,996 | 160,378 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,278,822 | 141,891 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,779,681 | 120,901 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,268,511 | 111,898 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $10,609,469 | 109,568 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,078,587 | 109,039 | Shares | Sole | 2024-03-01 | |
| 2023-09-30 | $6,757,509 | 107,194 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,852,083 | 104,820 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,082,019 | 98,638 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,284,642 | 94,772 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,050,909 | 91,320 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,979,631 | 90,963 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $10,888,271 | 90,963 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $11,524,923 | 87,642 | Shares | Sole | 2022-10-18 | |
| 2021-09-30 | $9,968,285 | 88,489 | Shares | Sole | 2022-10-18 | |
| 2021-06-30 | $9,294,022 | 87,812 | Shares | Sole | 2022-10-18 | |
| 2021-03-31 | $3,012,046 | 42,870 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||