Position in NET
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$31,047,297
+$11,820,330 QoQ
Shares Held
126,579
+35.8% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#161
of 1,217 holders
Holding Since
Jun 2020
25 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, 2025CallValue
$0
CallShares
0
PutValue
$13,169
PutShares
1,700
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, 2026HighTower Advisors, LLC holds $2,789,732,904 across 57 Software - Infrastructure names. NET ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,008,045 | $1,868,100,945 | |
| 2 | PANW |
Palo Alto Networks Inc
|
803,974 | $274,171,213 | |
| 3 | ORCL |
Oracle Corp
|
1,243,136 | $182,181,580 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
759,148 | $144,834,051 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
682,258 | $79,599,040 | |
| 6 | SNPS |
Synopsys Inc
|
119,361 | $53,243,361 | |
| 7 | FTNT |
Fortinet, Inc.
|
315,086 | $48,403,511 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
126,579 | $31,047,297 |
All Filings in NET
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,047,297 | 126,579 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $19,226,967 | 93,181 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $16,933,607 | 85,892 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,466,971 | 86,057 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $16,703,515 | 85,296 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $13,169 | 1,700 | Put | Sole | 2025-08-11 | |
| 2025-03-31 | $9,078,419 | 80,561 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,855,064 | 82,235 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,799,775 | 84,062 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,615,880 | 79,873 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $241 | 100 | Call | Sole | 2024-05-06 | |
| 2024-03-31 | $7,054,549 | 72,855 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,902,134 | 70,888 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,479,177 | 55,190 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $5,043 | 80 | Put | Sole | 2023-11-08 | |
| 2023-06-30 | $3,388,584 | 51,837 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $5,229 | 80 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $2,931,316 | 47,540 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,931,868 | 42,731 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,709,531 | 67,068 | Shares | Sole | 2022-11-09 | |
| 2022-09-30 | $110 | 2 | Put | Sole | 2022-11-09 | |
| 2022-06-30 | $2,551,937 | 58,330 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,936,401 | 49,594 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,335,933 | 48,182 | Shares | Sole | 2022-02-10 | |
| 2021-12-31 | $394 | 3 | Put | Sole | 2022-02-10 | |
| 2021-09-30 | $5,273,371 | 46,812 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,250,063 | 59,052 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,868,715 | 40,830 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,431,651 | 18,840 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $660,491 | 16,086 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $206,000 | 30,000 | Call | Sole | 2020-08-10 | |
| 2020-06-30 | $419,177 | 11,660 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||