What smart money is saying about NetApp
NTAP
No fund has written a full thesis on NetApp in our archive, but 4 fund letters report a position in it — most recently ACATIS Investment in June 2026.
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4
Reported positions
2
Bought
0
Sold
4
Letters
Position history
Between Q1 2026 and Q2 2026, 4 fund letters reported a position in NetApp — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 2 | 2 | 0 | 0 |
Fund activity · 4 positions · 2 moves
- HoldsACATIS InvestmentJune 2026
“The three companies with the highest percentage price gains were NetApp (+58.2%), Umicore (+47.1%) and Infineon (+42.0%). The three stocks with the highest percentage share price losses in the same month were BellRing Brands (-52.8%), Chiyoda (-26.3%) and Alibaba Health Information Technology (-16.5%). Netapp, a provider of data storage and hybrid cloud solutions, initially benefited from takeover speculation and then rose sharply following strong quarterly figures with a significantly raised outlook for the year.”
NetApp - June 2026
“In May 2026, the fund achieved a return of 3.3%, almost in line with the bench- mark (3.4%). The three companies with the highest percentage price gains were NetApp (+58.2%), Umicore (+47.1%) and Infineon (+42.0%). The three stocks with the highest percentage share price losses in the same month were BellRing Brands (-52.8%), Chiyoda (-26.3%) and Alibaba Health Information Technology (-16.5%). Netapp, a provider of data storage and hybrid cloud solutions, initially benefited from takeover speculation and then rose sharply following strong quarterly figures with a significantly raised outlook for the year.”
NetApp - March 2026
“We added to the portfolio’s existing positions in NetApp, Union Pacific, Amdocs, Qualcomm and Elevance.”
NetApp - March 2026
“We added to our existing positions in Euronext, Michelin, Carlsberg, NetApp, Elevance, Qualcomm and Wells Fargo.”
NetApp
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