Position in NET
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$17,320,692
+$2,892,574 QoQ
Shares Held
70,616
+1.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#222
of 1,214 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026COOKSON PEIRCE & CO INC holds $31,945,815 across 10 Software - Infrastructure names. NET ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
This page
|
70,616 | $17,320,692 | |
| 2 | MSFT |
Microsoft Corp
|
12,170 | $4,539,653 | |
| 3 | SNPS |
Synopsys Inc
|
6,379 | $2,845,480 | |
| 4 | FFIV |
F5, Inc.
|
6,147 | $2,556,906 | |
| 5 | ATEN |
A10 Networks, Inc.
|
52,537 | $1,962,782 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
10,877 | $1,269,019 | |
| 7 | NTAP |
NetApp, Inc.
|
3,740 | $578,802 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
7,172 | $342,077 |
All Filings in NET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,320,692 | 70,616 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $14,428,118 | 69,924 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $11,043,160 | 56,014 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||