Position in NET
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$325,295,209
+$12,104,499 QoQ
Shares Held
1,576,501
-0.8% QoQ
Ownership
0.446%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 58.28527860115534.ToString("F0")%
Shared 0.ToString("F0")%
None 41.71472139884466.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Mar 31, 2026CallValue
$10,317,000
CallShares
50,000
PutValue
$6,540,978
PutShares
31,700
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, 2026DEUTSCHE BANK AG\ holds $18,256,856,115 across 93 Software - Infrastructure names. NET ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,615,124 | $12,073,140,441 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
10,142,047 | $1,483,578,627 | |
| 3 | ORCL |
Oracle Corp
|
6,061,402 | $891,692,837 | |
| 4 | PANW |
Palo Alto Networks Inc
|
4,548,713 | $729,249,662 | |
| 5 | FTNT |
Fortinet, Inc.
|
6,443,964 | $526,600,730 | |
| 6 | SNPS |
Synopsys Inc
|
909,431 | $360,571,195 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
1,576,501 | $325,295,209 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
1,176,397 | $168,048,306 |
All Filings in NET
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,540,978 | 31,700 | Put | Sole | 2026-05-06 | |
| 2026-03-31 | $325,295,209 | 1,576,501 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $10,317,000 | 50,000 | Call | Sole | 2026-05-06 | |
| 2025-12-31 | $313,190,710 | 1,588,591 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $296,320,028 | 1,380,866 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $2,746,752 | 12,800 | Put | Sole | 2025-11-13 | |
| 2025-06-30 | $285,011,956 | 1,455,405 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $147,879,364 | 1,312,267 | Shares | Sole | 2025-05-09 | |
| 2025-03-31 | $2,253,800 | 20,000 | Call | Sole | 2025-05-09 | |
| 2024-12-31 | $170,434,820 | 1,582,790 | Shares | Sole | 2025-06-30 | |
| 2024-12-31 | $21,536,000 | 200,000 | Put | Sole | 2025-06-30 | |
| 2024-09-30 | $31,587,545 | 390,500 | Put | Sole | 2025-06-26 | |
| 2024-09-30 | $130,159,365 | 1,609,091 | Shares | Sole | 2025-06-26 | |
| 2024-06-30 | $16,566,000 | 200,000 | Put | Sole | 2025-06-12 | |
| 2024-06-30 | $132,437,792 | 1,598,911 | Shares | Sole | 2025-06-12 | |
| 2024-03-31 | $19,733,954 | 203,800 | Put | Sole | 2025-06-02 | |
| 2024-03-31 | $153,111,461 | 1,581,240 | Shares | Sole | 2025-06-02 | |
| 2023-12-31 | $113,157,327 | 1,359,084 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $85,242,870 | 1,352,203 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $84,105,493 | 1,286,607 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $82,366,900 | 1,335,824 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $44,703 | 725 | Put | Defined | 2023-05-15 | |
| 2022-12-31 | $65,735 | 1,454 | Put | Defined | 2023-02-13 | |
| 2022-12-31 | $7,685 | 170 | Call | Defined | 2023-02-13 | |
| 2022-12-31 | $53,586,321 | 1,185,276 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $458,519 | 8,290 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $67,035 | 1,212 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $44,115,414 | 797,603 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $35,364,256 | 808,326 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $331,318 | 7,573 | Put | Defined | 2022-08-11 | |
| 2022-06-30 | $21,875 | 500 | Call | Defined | 2022-08-11 | |
| 2022-03-31 | $1,272,411 | 10,630 | Put | Defined | 2022-05-13 | |
| 2022-03-31 | $156,616,791 | 1,308,411 | Shares | Defined | 2022-05-13 | |
| 2022-03-31 | $197,624 | 1,651 | Call | Defined | 2022-05-13 | |
| 2021-12-31 | $235,065,189 | 1,787,568 | Shares | Defined | 2022-02-16 | |
| 2021-12-31 | $1,623,104 | 12,343 | Put | Defined | 2022-02-16 | |
| 2021-12-31 | $220,525 | 1,677 | Call | Defined | 2022-02-16 | |
| 2021-09-30 | $1,290,405 | 11,455 | Put | Defined | 2021-11-04 | |
| 2021-09-30 | $192,361,698 | 1,707,605 | Shares | Defined | 2021-11-04 | |
| 2021-09-30 | $161,652 | 1,435 | Call | Defined | 2021-11-04 | |
| 2021-06-30 | $877,307 | 8,289 | Put | Defined | 2021-08-11 | |
| 2021-06-30 | $52,920 | 500 | Call | Defined | 2021-08-11 | |
| 2021-06-30 | $160,775,610 | 1,519,044 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $385,516 | 5,487 | Put | Defined | 2021-05-13 | |
| 2021-03-31 | $140,052,555 | 1,993,347 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $9,118 | 120 | Call | Defined | 2021-02-16 | |
| 2020-12-31 | $254,566 | 3,350 | Put | Defined | 2021-02-16 | |
| 2020-12-31 | $76,191,675 | 1,002,654 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $36,307,426 | 884,253 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $72,142 | 1,757 | Put | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||