Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,228,548
-$1,645,844 QoQ
Shares Held
5,954
-59.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026SANDLER CAPITAL MANAGEMENT holds $1,824,917 across 2 Software - Infrastructure names. NET ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
This page
|
5,954 | $1,228,548 | |
| 2 | INFQ |
Infleqtion, Inc.
|
60,792 | $596,369 |
All Filings in NET
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,228,548 | 5,954 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $2,874,392 | 14,678 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,433,315 | 21,593 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,238,346 | 104,368 | Shares | Sole | 2025-02-14 | |
| 2021-06-30 | $3,695,932 | 34,920 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||