Position in NET
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$39,806,000
+$16,455,947 QoQ
Shares Held
162,288
+43.4% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#138
of 1,217 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PANAGORA ASSET MANAGEMENT INC holds $1,987,417,300 across 43 Software - Infrastructure names. NET ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,306,680 | $1,233,457,773 | |
| 2 | FTNT |
Fortinet, Inc.
|
861,638 | $132,364,829 | |
| 3 | XYZ |
Block, Inc.
|
1,088,510 | $82,726,760 | |
| 4 | FFIV |
F5, Inc.
|
197,290 | $82,064,748 | |
| 5 | MDB |
MongoDB, Inc.
|
147,612 | $49,582,870 | |
| 6 | NTAP |
NetApp, Inc.
|
289,058 | $44,734,616 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
353,789 | $41,276,562 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
162,288 | $39,806,000 |
All Filings in NET
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,806,000 | 162,288 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $23,350,053 | 113,163 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,091,398 | 25,825 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $383,257 | 1,786 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $392,834 | 2,006 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $241,832 | 2,146 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $232,373 | 2,158 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $525,380 | 6,495 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $457,221 | 5,520 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,048,959 | 10,833 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $901,955 | 10,833 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $491,712 | 7,800 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $509,886 | 7,800 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $480,948 | 7,800 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $364,076 | 8,053 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $480,754 | 8,692 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $580,168 | 13,261 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $985,250 | 8,231 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,224,059 | 16,913 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,821,532 | 42,801 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $868,946 | 8,210 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $602,268 | 8,572 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $392,640 | 5,167 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||