Position in NTCT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,713,989
+$355,740 QoQ
Shares Held
53,916
+7.4% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in NTCT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CWM, LLC holds $756,056,813 across 102 Software - Infrastructure names. NTCT ranks #24 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,186,360 | $439,154,881 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
483,215 | $70,684,690 | |
| 3 | ORCL |
Oracle Corp
|
242,179 | $35,626,952 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
279,684 | $27,297,857 | |
| 5 | CRWV |
CoreWeave, Inc.
|
307,644 | $23,833,180 | |
| 6 | PANW |
Palo Alto Networks Inc
|
127,517 | $20,443,525 | |
| 7 | FTNT |
Fortinet, Inc.
|
197,125 | $16,109,055 | |
| 8 | VRSN |
Verisign Inc/Ca
|
57,080 | $14,176,388 |
All Filings in NTCT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,713,989 | 53,916 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,358,249 | 50,194 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,164,519 | 45,084 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $616,801 | 24,861 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $273,361 | 13,011 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $219,242 | 10,122 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $139,395 | 6,409 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $33,415 | 1,827 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $28,959 | 1,326 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $22,520 | 1,026 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $15,495 | 553 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $9,408 | 304 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,031 | 36 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $17,978 | 553 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $16,693 | 533 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,465 | 191 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,127 | 191 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||