Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$98,926,329
+$9,383,642 QoQ
Shares Held
403,320
-7.1% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#80
of 1,217 holders
Holding Since
Jun 2022
17 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, 2026Mariner, LLC holds $3,659,124,671 across 72 Software - Infrastructure names. NET ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,468,639 | $2,039,911,719 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
2,549,100 | $486,330,042 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,264,855 | $264,240,631 | |
| 4 | PANW |
Palo Alto Networks Inc
|
579,977 | $197,783,755 | |
| 5 | ORCL |
Oracle Corp
|
1,057,648 | $154,998,313 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
403,320 | $98,926,329 | |
| 7 | NTAP |
NetApp, Inc.
|
508,795 | $78,741,113 | |
| 8 | FTNT |
Fortinet, Inc.
|
413,710 | $63,554,129 |
All Filings in NET
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,926,329 | 403,320 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $89,542,687 | 433,957 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $37,450,612 | 189,960 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,471,701 | 81,419 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $23,114,597 | 118,034 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,606,741 | 111,871 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,362,608 | 105,522 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $8,413,610 | 104,013 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,745,343 | 81,436 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,216,509 | 84,855 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,933,142 | 83,271 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,386,389 | 85,444 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,412,112 | 82,792 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,194,607 | 84,246 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,358,966 | 30,059 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $764,605 | 13,824 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $498,050 | 11,384 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||