Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$777,782
-$9,683,656 QoQ
Shares Held
3,171
-93.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#677
of 1,219 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Jun 30, 2026CallValue
$24,528
CallShares
100
PutValue
$0
PutShares
0
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 Jun 30, 2026J. Goldman & Co LP holds $76,192,367 across 10 Software - Infrastructure names. NET ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | S |
SentinelOne, Inc.
|
3,344,503 | $56,756,215 | |
| 2 | DLO |
dLocal Ltd
|
487,000 | $6,328,565 | |
| 3 | AKAM |
Akamai Technologies Inc
|
41,396 | $4,893,421 | |
| 4 | ORCL |
Oracle Corp
|
21,520 | $3,153,756 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
11,149 | $1,750,727 | |
| 6 | MSFT |
Microsoft Corp
|
3,278 | $1,222,759 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
3,171 | $777,782 | |
| 8 | NN |
Nextnav Inc.
|
41,197 | $734,542 |
All Filings in NET
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $777,782 | 3,171 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $24,528 | 100 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $2,269,740 | 11,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $10,461,438 | 50,700 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $587,490 | 3,000 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $284,149 | 1,451 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||