Position in NET
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,932,561
+$1,054,997 QoQ
Shares Held
7,879
+85.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#521
of 1,214 holders
Holding Since
Dec 2020
21 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, 2026BRIGHTON JONES LLC holds $391,275,232 across 45 Software - Infrastructure names. NET ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
844,803 | $315,128,415 | |
| 2 | ORCL |
Oracle Corp
|
97,196 | $14,244,073 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
45,500 | $8,680,717 | |
| 4 | RELY |
Remitly Global, Inc.
|
332,854 | $7,459,258 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
59,969 | $6,996,583 | |
| 6 | FTNT |
Fortinet, Inc.
|
34,818 | $5,348,741 | |
| 7 | SNPS |
Synopsys Inc
|
8,515 | $3,798,286 | |
| 8 | PANW |
Palo Alto Networks Inc
|
8,112 | $2,766,354 |
All Filings in NET
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,932,561 | 7,879 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $877,564 | 4,253 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $672,095 | 3,132 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $543,428 | 2,775 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $470,255 | 4,173 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $424,366 | 3,941 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $318,140 | 3,933 | Shares | Sole | 2025-03-04 | |
| 2024-06-30 | $2,219,761 | 26,799 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $2,597,948 | 26,830 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,219,378 | 26,656 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,670,433 | 26,498 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,729,428 | 26,456 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,626,837 | 26,384 | Shares | Sole | 2023-05-08 | |
| 2022-09-30 | $344,636 | 6,231 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $270,418 | 6,181 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $714,489 | 5,969 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $758,755 | 5,770 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $622,954 | 5,530 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $565,926 | 5,347 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $381,230 | 5,426 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $208,136 | 2,739 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||