Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,471,306
+$2,997,741 QoQ
Shares Held
79,384
-0.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#209
of 1,210 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Curi Capital, LLC holds $364,631,795 across 23 Software - Infrastructure names. NET ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
463,081 | $172,738,474 | |
| 2 | PANW |
Palo Alto Networks Inc
|
167,402 | $57,087,429 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
241,524 | $46,079,156 | |
| 4 | SNPS |
Synopsys Inc
|
66,896 | $29,840,298 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
79,384 | $19,471,306 | |
| 6 | MDB |
MongoDB, Inc.
|
39,388 | $13,230,429 | |
| 7 | RBRK |
Rubrik, Inc.
|
108,090 | $8,677,464 | |
| 8 | ZS |
Zscaler, Inc.
|
43,823 | $6,185,615 |
All Filings in NET
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,471,306 | 79,384 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $16,473,565 | 79,837 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $17,224,994 | 87,370 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $19,334,772 | 90,101 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $19,301,199 | 98,561 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,500,127 | 102,051 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,897,108 | 101,199 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,670,070 | 94,821 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $6,884,249 | 83,113 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,319,089 | 75,587 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,653,104 | 67,897 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,430,888 | 54,424 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,425,780 | 52,406 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,060,185 | 49,630 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,123,604 | 24,853 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $905,756 | 16,376 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||