LYRICAL ASSET MANAGEMENT LP

Position in NTAP — NetApp, Inc.

CIK 1542302 NEW YORK, NY

Position in NTAP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$381,612,005

+$122,836,025 QoQ

Shares Held

2,465,831

-2.4% QoQ

Ownership

1.26%

of shares outstanding

% of Portfolio

4.84%

of 13F equity value

Holder Rank

#17

of 950 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 73% Shared 27% None 0%

Technology · as of Jun 30, 2026

LYRICAL ASSET MANAGEMENT LP holds $1,269,907,801 across 5 Software - Infrastructure names. NTAP ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FFIV	F5, Inc.	921,848	$383,451,894
2	NTAP	NetApp, Inc. This page	2,465,831	$381,612,005
3	GEN	Gen Digital Inc.	7,983,428	$198,707,522
4	CPAY	Corpay, Inc.	592,382	$197,423,149
5	WEX	WEX Inc.	770,524	$108,713,231

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$381,612,005	2,465,831	-2.4%	Shares	Sole	2026-08-12
2026-03-31	$258,775,980	2,527,356	-2.9%	Shares	Sole	2026-05-11
2025-12-31	$278,730,210	2,602,766	-5.9%	Shares	Sole	2026-02-11
2025-09-30	$327,556,944	2,765,127	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.