Position in NTSK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,607,374
+$5,565,383 QoQ
Shares Held
2,249,303
+0.3% QoQ
Ownership
0.551%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#22
of 202 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in NTSK Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Clearbridge Investments, LLC holds $6,269,726,638 across 20 Software - Infrastructure names. NTSK ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,205,738 | $2,314,864,387 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,155,088 | $1,416,968,109 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
3,250,824 | $620,208,456 | |
| 4 | ORCL |
Oracle Corp
|
4,214,719 | $617,667,069 | |
| 5 | SNPS |
Synopsys Inc
|
819,127 | $365,387,980 | |
| 6 | NET |
Cloudflare, Inc.
|
912,622 | $223,847,924 | |
| 7 | XYZ |
Block, Inc.
|
1,851,568 | $140,719,168 | |
| 8 | RBRK |
Rubrik, Inc.
|
1,577,133 | $126,612,237 |
All Filings in NTSK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,607,374 | 2,249,303 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $19,041,991 | 2,242,873 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,943,344 | 737,933 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,092,000 | 400,000 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||