Position in NET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,356,444
+$3,155,026 QoQ
Shares Held
34,069
+35.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#294
of 1,214 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Clear Harbor Asset Management, LLC holds $41,434,342 across 10 Software - Infrastructure names. NET ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
63,164 | $23,561,435 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
34,069 | $8,356,444 | |
| 3 | ORCL |
Oracle Corp
|
28,505 | $4,177,407 | |
| 4 | PANW |
Palo Alto Networks Inc
|
5,021 | $1,712,261 | |
| 5 | KSPI |
Joint Stock Co Kaspi.kz
|
12,750 | $1,104,660 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
7,899 | $921,576 | |
| 7 | XYZ |
Block, Inc.
|
10,176 | $773,376 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,588 | $302,966 |
All Filings in NET
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,356,444 | 34,069 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,201,418 | 25,208 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,001,104 | 25,367 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $4,854,625 | 24,790 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,835,280 | 25,160 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,661,526 | 24,717 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,020,793 | 24,982 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,034,884 | 24,567 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,326,824 | 24,030 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,931,382 | 23,197 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,534,078 | 24,335 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,596,335 | 24,420 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,468,432 | 23,815 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,067,860 | 23,620 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,227,992 | 22,202 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $942,900 | 21,552 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,521,121 | 21,062 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,736,778 | 20,812 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,444,730 | 21,702 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,298,527 | 21,717 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,436,606 | 20,447 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,285,902 | 16,922 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $211,664 | 5,155 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||