Position in NET
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$80,536,952
+$9,753,047 QoQ
Shares Held
328,347
-4.3% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#93
of 1,214 holders
Holding Since
Mar 2020
26 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, 2026Allen Investment Management, LLC holds $606,065,122 across 7 Software - Infrastructure names. NET ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
957,008 | $356,983,124 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
522,280 | $99,643,189 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
328,347 | $80,536,952 | |
| 4 | PANW |
Palo Alto Networks Inc
|
161,489 | $55,070,978 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
99,699 | $11,631,882 | |
| 6 | ORCL |
Oracle Corp
|
13,537 | $1,983,847 | |
| 7 | RBRK |
Rubrik, Inc.
|
2,680 | $215,150 |
All Filings in NET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,536,952 | 328,347 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $70,783,905 | 343,045 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $91,461,236 | 463,917 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $112,946,227 | 526,335 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $91,673,310 | 468,127 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $50,930,132 | 451,949 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $44,658,449 | 414,733 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $29,518,136 | 364,917 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $21,117,260 | 254,947 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $18,929,296 | 195,490 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $16,276,497 | 195,490 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,323,689 | 195,490 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,779,181 | 195,490 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $12,053,913 | 195,490 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $8,838,102 | 195,490 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,812,551 | 195,490 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $8,552,687 | 195,490 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $23,400,153 | 195,490 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $25,706,935 | 195,490 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $22,021,948 | 195,490 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $20,690,661 | 195,490 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $13,735,127 | 195,490 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $14,855,285 | 195,490 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $8,026,819 | 195,490 | Shares | Defined | 2020-11-03 | |
| 2020-06-30 | $3,818,573 | 106,219 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $1,593,352 | 67,860 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||