Position in NET
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$596,520
+$329,723 QoQ
Shares Held
2,432
+88.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#727
of 1,214 holders
Holding Since
Dec 2023
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 Jun 30, 2026CHESAPEAKE CAPITAL CORP /IL/ holds $891,624 across 2 Software - Infrastructure names. NET ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
This page
|
2,432 | $596,520 | |
| 2 | FTNT |
Fortinet, Inc.
|
1,921 | $295,104 |
All Filings in NET
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,520 | 2,432 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $266,797 | 1,293 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $510,027 | 2,587 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $555,144 | 2,587 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $349,421 | 3,245 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $457,037 | 4,720 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $528,701 | 6,350 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||