Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,528,261
+$2,513,444 QoQ
Shares Held
26,792
+75.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
15 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)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026PDT Partners, LLC holds $51,189,547 across 21 Software - Infrastructure names. NET ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
63,363 | $9,268,739 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
26,792 | $5,528,261 | |
| 3 | DLO |
dLocal Ltd
|
410,428 | $5,323,251 | |
| 4 | ZETA |
Zeta Global Holdings Corp.
|
307,200 | $4,890,624 | |
| 5 | MSFT |
Microsoft Corp
|
11,200 | $4,145,904 | |
| 6 | RAMP |
LiveRamp Holdings, Inc.
|
96,628 | $2,562,574 | |
| 7 | PGY |
Pagaya Technologies Ltd.
|
203,044 | $2,365,462 | |
| 8 | TOST |
Toast, Inc.
|
86,356 | $2,289,297 |
All Filings in NET
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,528,261 | 26,792 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,014,817 | 15,292 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,410,264 | 15,892 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,112,130 | 15,892 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $292,092 | 2,592 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,102,559 | 19,526 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,033,903 | 49,869 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,692,140 | 32,502 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,183,056 | 43,200 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $983,716 | 11,815 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $743,872 | 11,800 | Shares | Sole | 2023-11-14 | |
| 2022-09-30 | $879,429 | 15,900 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $3,279,780 | 27,400 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,641,950 | 35,300 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,551,172 | 40,401 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||