Position in NET
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$21,134,060
+$4,650,177 QoQ
Shares Held
86,163
+7.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#199
of 1,217 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 15%
Shared 0%
None 84%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $2,540,137,100 across 45 Software - Infrastructure names. NET ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,242,987 | $1,582,719,009 | |
| 2 | ORCL |
Oracle Corp
|
1,808,312 | $265,008,123 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,096,712 | $209,236,197 | |
| 4 | PANW |
Palo Alto Networks Inc
|
446,300 | $152,197,225 | |
| 5 | TWLO |
Twilio Inc
|
505,050 | $104,206,966 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
329,042 | $38,389,329 | |
| 7 | MDB |
MongoDB, Inc.
|
111,948 | $37,603,332 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
86,163 | $21,134,060 |
All Filings in NET
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,134,060 | 86,163 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $16,483,883 | 79,887 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $14,648,638 | 74,302 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $17,395,094 | 81,062 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $16,643,591 | 84,990 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $8,062,743 | 71,548 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $7,757,266 | 72,040 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $2,029,691 | 25,092 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,969,283 | 23,775 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $2,707,366 | 27,960 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,363,584 | 28,388 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $1,768,712 | 28,057 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,848,923 | 28,284 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $1,764,954 | 28,624 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $1,323,250 | 29,269 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $985,235 | 17,813 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $752,630 | 17,203 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $2,607,423 | 21,783 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $1,523,558 | 11,586 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,398,419 | 39,045 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,239,809 | 11,714 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $340,690 | 4,849 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $356,621 | 4,693 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $418,318 | 10,188 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $454,767 | 12,650 | Shares | Defined | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||