Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,119,631
+$413,716 QoQ
Shares Held
29,658
+2.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026&PARTNERS holds $725,466,903 across 33 Software - Infrastructure names. NET ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,410,984 | $522,303,947 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
464,690 | $67,974,853 | |
| 3 | ORCL |
Oracle Corp
|
323,589 | $47,603,177 | |
| 4 | PANW |
Palo Alto Networks Inc
|
274,839 | $44,062,188 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
29,658 | $6,119,631 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
61,390 | $5,991,817 | |
| 7 | SNPS |
Synopsys Inc
|
13,430 | $5,324,726 | |
| 8 | CRWV |
CoreWeave, Inc.
|
60,887 | $4,716,915 |
All Filings in NET
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,119,631 | 29,658 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,705,915 | 28,942 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,299,278 | 34,015 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,325,504 | 32,301 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,345,540 | 29,688 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,216,485 | 20,584 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $213,711 | 2,642 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||