Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$409,213,378
+$42,306,193 QoQ
Shares Held
1,668,352
-6.2% QoQ
Ownership
0.469%
of shares outstanding
% of Portfolio
4.24%
of 13F equity value
Holder Rank
#35
of 1,214 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GILDER GAGNON HOWE & CO LLC holds $643,055,688 across 11 Software - Infrastructure names. NET ranks #1 (63.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
This page
|
1,668,352 | $409,213,378 | |
| 2 | TOST |
Toast, Inc.
|
3,957,072 | $110,085,743 | |
| 3 | CRWV |
CoreWeave, Inc.
|
537,774 | $53,530,023 | |
| 4 | MSFT |
Microsoft Corp
|
73,222 | $27,313,270 | |
| 5 | CALX |
Calix, Inc
|
580,323 | $21,657,654 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
82,574 | $9,633,908 | |
| 7 | GTLB |
Gitlab Inc.
|
111,886 | $3,415,879 | |
| 8 | MDB |
MongoDB, Inc.
|
8,738 | $2,935,094 |
All Filings in NET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,213,378 | 1,668,352 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $366,907,185 | 1,778,168 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $345,891,986 | 1,754,461 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $394,079,513 | 1,836,430 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $383,015,867 | 1,955,859 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $223,314,730 | 1,981,673 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $241,127,070 | 2,239,293 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $185,003,438 | 2,287,099 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $193,101,910 | 2,331,304 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $228,721,271 | 2,362,091 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $204,193,235 | 2,452,477 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $169,146,343 | 2,683,159 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $180,618,290 | 2,763,015 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $170,342,470 | 2,762,609 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $138,207,286 | 3,057,007 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $165,846,537 | 2,998,491 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $120,647,056 | 2,757,647 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $398,968,479 | 3,333,070 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $552,666,753 | 4,202,789 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $493,336,931 | 4,379,378 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $509,114,954 | 4,810,232 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $346,076,379 | 4,925,653 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $394,163,017 | 5,187,038 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $215,225,885 | 5,241,741 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $183,365,060 | 5,100,558 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $86,197,686 | 3,671,111 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||