Position in NTCT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$93,780,221
+$35,462,643 QoQ
Shares Held
2,153,392
+17.4% QoQ
Ownership
2.96%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 312 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTCT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $112,804,390,056 across 148 Software - Infrastructure names. NTCT ranks #41 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
189,632,090 | $70,736,562,210 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,615,573 | $6,689,302,704 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,334,968 | $6,455,930,716 | |
| 4 | ORCL |
Oracle Corp
|
39,248,959 | $5,751,934,940 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
24,333,356 | $4,642,439,323 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,439,799 | $2,679,101,921 | |
| 7 | SNPS |
Synopsys Inc
|
4,510,929 | $2,012,190,098 | |
| 8 | NET |
Cloudflare, Inc.
|
5,963,905 | $1,462,826,617 |
All Filings in NTCT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,780,221 | 2,153,392 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $58,317,578 | 1,834,463 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $48,884,647 | 1,806,528 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $46,732,979 | 1,809,252 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $43,622,156 | 1,758,249 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $36,489,137 | 1,736,751 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $42,453,513 | 1,959,996 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $41,967,734 | 1,929,551 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $33,807,180 | 1,848,397 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $37,932,825 | 1,736,851 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $36,925,782 | 1,682,268 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $45,187,517 | 1,612,688 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $46,804,818 | 1,512,272 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $42,456,692 | 1,481,909 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $48,039,311 | 1,477,678 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $45,777,719 | 1,461,613 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $50,342,938 | 1,487,236 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $43,786,120 | 1,364,904 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $43,691,534 | 1,320,784 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $35,094,990 | 1,302,226 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $36,141,115 | 1,266,332 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $34,191,815 | 1,214,198 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $32,149,593 | 1,172,487 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $22,534,454 | 1,032,270 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $25,912,267 | 1,013,782 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $24,165,176 | 1,020,920 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||