Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$94,431,083
+$33,724,205 QoQ
Shares Held
384,993
+30.9% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#83
of 1,214 holders
Holding Since
Dec 2025
3 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, 2026TREMBLANT CAPITAL GROUP holds $353,732,783 across 3 Software - Infrastructure names. NET ranks #3 (26.7% of the industry book) .
All Filings in NET
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,431,083 | 384,993 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $60,706,878 | 294,208 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,891,693 | 187,125 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||