Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,618,854
+$574,850 QoQ
Shares Held
10,677
+7.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#467
of 1,210 holders
Holding Since
Jun 2024
9 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, 2026BRANDYWINE MANAGERS, LLC holds $43,005,326 across 8 Software - Infrastructure names. NET ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
129,756 | $24,755,498 | |
| 2 | PATH |
UiPath, Inc.
|
1,009,684 | $10,975,265 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
10,677 | $2,618,854 | |
| 4 | PANW |
Palo Alto Networks Inc
|
4,689 | $1,599,042 | |
| 5 | MDB |
MongoDB, Inc.
|
3,521 | $1,182,703 | |
| 6 | IOT |
Samsara Inc.
|
30,970 | $1,004,357 | |
| 7 | TWLO |
Twilio Inc
|
2,357 | $486,319 | |
| 8 | OKTA |
Okta, Inc.
|
2,809 | $383,288 |
All Filings in NET
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,618,854 | 10,677 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,044,004 | 9,906 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,952,967 | 9,906 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,125,728 | 9,906 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,939,891 | 9,906 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,116,307 | 9,906 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,066,678 | 9,906 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $801,296 | 9,906 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $820,513 | 9,906 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||