Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,461,438
+$10,177,289 QoQ
Shares Held
50,700
+3394.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 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 Mar 31, 2026CallValue
$2,269,740
CallShares
11,000
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 Mar 31, 2026J. Goldman & Co LP holds $68,919,135 across 13 Software - Infrastructure names. NET ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKAM |
Akamai Technologies Inc
|
110,669 | $12,710,334 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
50,700 | $10,461,438 | |
| 3 | ORCL |
Oracle Corp
|
68,983 | $10,148,089 | |
| 4 | VRSN |
Verisign Inc/Ca
|
31,830 | $7,905,298 | |
| 5 | TENB |
Tenable Holdings, Inc.
|
384,796 | $6,510,748 | |
| 6 | GTLB |
Gitlab Inc.
|
247,357 | $5,352,805 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
60,637 | $5,201,441 | |
| 8 | MSFT |
Microsoft Corp
|
11,499 | $4,256,584 |
All Filings in NET
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||