Position in NET
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$19,226,967
+$2,293,360 QoQ
Shares Held
93,181
+8.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
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
$332,911
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 Mar 31, 2026HighTower Advisors, LLC holds $2,504,973,188 across 55 Software - Infrastructure names. NET ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,058,749 | $1,872,597,117 | |
| 2 | ORCL |
Oracle Corp
|
1,214,246 | $178,627,729 | |
| 3 | PANW |
Palo Alto Networks Inc
|
877,060 | $140,610,259 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
691,345 | $101,129,946 | |
| 5 | SNPS |
Synopsys Inc
|
129,018 | $51,153,056 | |
| 6 | FTNT |
Fortinet, Inc.
|
321,978 | $26,312,042 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
200,935 | $19,611,758 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
93,181 | $19,226,967 |
All Filings in NET
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31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $332,911 | 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 | $9,683 | 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 | $1,078,500 | 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. | ||||||