Position in NET
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$238,902
New position
Shares Held
974
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#934
of 1,214 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BIP Wealth, LLC holds $26,147,872 across 9 Software - Infrastructure names. NET ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
41,085 | $15,325,526 | |
| 2 | PANW |
Palo Alto Networks Inc
|
10,240 | $3,492,044 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
19,836 | $2,314,266 | |
| 4 | ORCL |
Oracle Corp
|
15,348 | $2,249,249 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
9,004 | $1,717,828 | |
| 6 | FTNT |
Fortinet, Inc.
|
3,021 | $464,086 | |
| 7 | DAVA |
Endava plc
|
88,975 | $251,799 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
974 | $238,902 |
All Filings in NET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,902 | 974 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||