Position in NET
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$302,723,475
-$20,535,687 QoQ
Shares Held
1,467,110
-10.5% QoQ
Ownership
0.415%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 76.72669397659344.ToString("F0")%
Shared 18.561321236989727.ToString("F0")%
None 4.711984786416833.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $11,830,878,451 across 24 Software - Infrastructure names. NET ranks #3 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,473,981 | $9,429,703,542 | |
| 2 | CHKP |
Check Point Software Technologies Ltd
|
7,942,280 | $1,134,554,694 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
1,467,110 | $302,723,475 | |
| 4 | OKTA |
Okta, Inc.
|
3,737,304 | $294,163,193 | |
| 5 | MDB |
MongoDB, Inc.
|
891,744 | $218,272,174 | |
| 6 | SNPS |
Synopsys Inc
|
353,748 | $140,254,005 | |
| 7 | ORCL |
Oracle Corp
|
438,254 | $64,471,544 | |
| 8 | ACIW |
Aci Worldwide, Inc.
|
870,070 | $35,681,570 |
All Filings in NET
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $302,723,475 | 1,467,110 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $323,259,162 | 1,639,661 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $279,587,805 | 1,302,893 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $129,962,185 | 663,648 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $35,914,865 | 318,705 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||