Position in NET
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$15,208,341
+$1,698,024 QoQ
Shares Held
62,004
-5.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#234
of 1,214 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026OAK RIDGE INVESTMENTS LLC holds $113,913,497 across 7 Software - Infrastructure names. NET ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
153,252 | $57,166,061 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
409,904 | $19,550,883 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
62,004 | $15,208,341 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
86,674 | $10,112,255 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
40,382 | $6,341,185 | |
| 6 | CRWV |
CoreWeave, Inc.
|
36,623 | $3,645,453 | |
| 7 | RELY |
Remitly Global, Inc.
|
84,307 | $1,889,319 |
All Filings in NET
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,208,341 | 62,004 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $13,510,317 | 65,476 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,844,322 | 65,150 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $12,830,336 | 59,790 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $11,498,745 | 58,718 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,427,499 | 57,037 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,913,115 | 45,627 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||