Position in NET
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$49,203,217
+$2,289,798 QoQ
Shares Held
238,457
+0.2% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4.52827973177554.ToString("F0")%
Shared 0.ToString("F0")%
None 95.47172026822446.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$825,360
PutShares
4,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026LPL Financial LLC holds $5,789,194,809 across 91 Software - Infrastructure names. NET ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,337,597 | $3,826,668,281 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,109,312 | $747,390,159 | |
| 3 | ORCL |
Oracle Corp
|
2,617,539 | $385,066,162 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,750,681 | $280,669,177 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
700,499 | $68,370,453 | |
| 6 | CRWV |
CoreWeave, Inc.
|
801,368 | $62,081,978 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
238,457 | $49,203,217 | |
| 8 | SNPS |
Synopsys Inc
|
117,568 | $46,613,360 |
All Filings in NET
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30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,203,217 | 238,457 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $825,360 | 4,000 | Put | Sole | 2026-05-06 | |
| 2025-12-31 | $788,600 | 4,000 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $46,913,419 | 237,958 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $43,513,916 | 202,777 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $858,360 | 4,000 | Call | Sole | 2025-11-12 | |
| 2025-06-30 | $783,320 | 4,000 | Call | Sole | 2025-08-12 | |
| 2025-06-30 | $34,859,502 | 178,009 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,972,680 | 141,740 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $225,380 | 2,000 | Call | Sole | 2025-05-07 | |
| 2024-12-31 | $13,155,373 | 122,171 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,559,741 | 118,182 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,866,626 | 119,119 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $11,799,413 | 121,857 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,485,431 | 125,936 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,218,710 | 114,510 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,105,980 | 108,704 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,029,053 | 97,779 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,708,847 | 82,036 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,317,166 | 78,054 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,442,818 | 78,693 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,573,127 | 79,976 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,314,391 | 86,041 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,524,083 | 120,054 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,613,412 | 62,485 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,997,734 | 71,132 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,794,361 | 63,092 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,051,948 | 74,329 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,249,751 | 62,580 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $599,867 | 25,548 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||