Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$38,265,753
+$28,381,441 QoQ
Shares Held
185,450
+269.9% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$2,253,800
PutShares
20,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026TORONTO DOMINION BANK holds $2,599,206,052 across 37 Software - Infrastructure names. NET ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,200,798 | $1,555,009,393 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,530,731 | $370,195,329 | |
| 3 | ORCL |
Oracle Corp
|
1,910,198 | $281,009,226 | |
| 4 | CRWV |
CoreWeave, Inc.
|
1,898,780 | $147,098,486 | |
| 5 | PANW |
Palo Alto Networks Inc
|
260,999 | $41,843,358 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
185,450 | $38,265,753 | |
| 7 | FTNT |
Fortinet, Inc.
|
307,172 | $25,102,095 | |
| 8 | SNPS |
Synopsys Inc
|
61,654 | $24,444,576 |
All Filings in NET
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,265,753 | 185,450 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,884,312 | 50,136 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,419,536 | 90,496 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,985,083 | 56,095 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,253,800 | 20,000 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $5,177,880 | 45,948 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,281,679 | 39,763 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $3,005,710 | 37,158 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $2,365,790 | 28,562 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,768,563 | 28,592 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,032,329 | 36,420 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,325,611 | 52,754 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $4,296,442 | 65,725 | Shares | Defined | 2024-02-14 | |
| 2023-03-31 | $4,396,419 | 71,301 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,379,175 | 74,744 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $2,956,651 | 53,456 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,448,318 | 124,533 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $14,706,820 | 122,864 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $7,548,363 | 57,402 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $20,289,504 | 180,111 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,410,799 | 32,226 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,887,745 | 26,868 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,205,989 | 29,030 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||