Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,820,720
+$2,191,325 QoQ
Shares Held
11,500
+76.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#450
of 1,210 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$832,600
PutShares
10,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGENS WATERFALL VINTIADIS & CO INC holds $26,650,990 across 5 Software - Infrastructure names. NET ranks #5 (10.6% of the industry book) .
All Filings in NET
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,820,720 | 11,500 | Shares | Sole | 2026-08-14 | |
| 2024-03-31 | $629,395 | 6,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $832,600 | 10,000 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $832,600 | 10,000 | Put | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||