Position in NTAP
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$22,865,222
-$8,533,673 QoQ
Shares Held
223,315
-23.8% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTAP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026AustralianSuper Pty Ltd holds $800,002,112 across 13 Software - Infrastructure names. NTAP ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,716,818 | $635,514,519 | |
| 2 | NET |
Cloudflare, Inc.
|
246,327 | $50,827,113 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
98,252 | $38,358,563 | |
| 4 | GDDY |
GoDaddy Inc.
|
291,313 | $24,082,845 | |
| 5 | NTAP |
NetApp, Inc.
This page
|
223,315 | $22,865,222 | |
| 6 | TOST |
Toast, Inc.
|
335,634 | $8,897,657 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
37,661 | $5,509,051 | |
| 8 | GEN |
Gen Digital Inc.
|
247,060 | $4,652,139 |
All Filings in NTAP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,865,222 | 223,315 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $31,398,895 | 293,201 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $34,757,230 | 293,409 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $38,377,818 | 360,186 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $33,463,262 | 380,957 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $74,235,249 | 639,518 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $62,012,888 | 502,088 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $75,290,040 | 584,550 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $95,106,179 | 906,032 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $71,412,421 | 810,032 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $58,653,343 | 772,975 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $59,012,353 | 772,413 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $47,520,490 | 744,252 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $37,729,211 | 628,192 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $41,559,427 | 671,939 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $44,388,382 | 680,386 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $43,723,321 | 526,787 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $44,217,845 | 480,681 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $43,644,274 | 486,233 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $38,086,309 | 465,489 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $34,136,587 | 469,748 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,126,250 | 198,162 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,524,152 | 217,248 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,297,910 | 209,554 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,263,333 | 198,209 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||