Position in NET
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,455,553
+$20,972 QoQ
Shares Held
31,286
-4.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 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 Mar 31, 2026Motley Fool Asset Management LLC holds $174,527,077 across 17 Software - Infrastructure names. NET ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
303,071 | $112,187,792 | |
| 2 | PANW |
Palo Alto Networks Inc
|
66,483 | $10,658,554 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
24,435 | $9,539,668 | |
| 4 | TOST |
Toast, Inc.
|
273,252 | $7,243,910 | |
| 5 | SNPS |
Synopsys Inc
|
16,714 | $6,626,766 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
31,286 | $6,455,553 | |
| 7 | CLBT |
Cellebrite DI Ltd.
|
397,364 | $5,475,675 | |
| 8 | FTNT |
Fortinet, Inc.
|
66,950 | $5,471,154 |
All Filings in NET
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,455,553 | 31,286 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,434,581 | 32,638 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,161,318 | 24,052 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,476,374 | 17,752 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,809,914 | 16,061 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $544,322 | 5,055 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $379,050 | 4,686 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $420,527 | 5,077 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $508,938 | 5,256 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $453,100 | 5,442 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $536,722 | 8,514 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $502,237 | 7,683 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $266,377 | 5,892 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $356,362 | 6,443 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $278,425 | 6,364 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $963,225 | 8,047 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,092,107 | 8,305 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $992,784 | 8,813 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $769,880 | 7,274 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||