Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$993,078,133
+$165,483,474 QoQ
Shares Held
4,048,753
+0.9% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#14
of 1,214 holders
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 0%
Shared 95%
None 5%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $24,953,039,825 across 62 Software - Infrastructure names. NET ranks #2 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
47,603,820 | $17,757,176,933 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
4,048,753 | $993,078,133 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,774,225 | $946,066,205 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
5,150,519 | $600,911,048 | |
| 5 | NTAP |
NetApp, Inc.
|
3,860,019 | $597,376,537 | |
| 6 | ORCL |
Oracle Corp
|
3,436,341 | $503,595,771 | |
| 7 | XYZ |
Block, Inc.
|
4,666,205 | $354,631,580 | |
| 8 | CPAY |
Corpay, Inc.
|
920,505 | $306,776,700 |
All Filings in NET
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $993,078,133 | 4,048,753 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $827,594,659 | 4,010,830 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $336,537,809 | 1,707,014 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $269,467,958 | 1,255,734 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $247,300,586 | 1,262,833 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $944,567 | 8,382 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $638,542 | 5,930 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $326,309 | 4,034 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $318,729 | 3,848 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $17,266,821 | 178,321 | Shares | Defined | 2024-05-15 | |
| 2021-12-31 | $689,454 | 5,243 | Shares | Defined | 2022-02-11 | |
| 2020-06-30 | $845,939 | 23,531 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||