Position in NET
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$234,942,231
+$29,492,414 QoQ
Shares Held
1,138,617
+9.3% QoQ
Ownership
0.322%
of shares outstanding
% of Portfolio
19.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 95.08869092943458.ToString("F0")%
Shared 0.ToString("F0")%
None 4.911309070565432.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Strategy Capital LLC holds $248,862,982 across 2 Software - Infrastructure names. NET ranks #1 (94.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
This page
|
1,138,617 | $234,942,231 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
142,627 | $13,920,751 |
All Filings in NET
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $234,942,231 | 1,138,617 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $205,449,817 | 1,042,099 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $249,554,865 | 1,162,938 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $228,326,421 | 1,165,942 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $125,713,357 | 1,115,568 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $125,688,403 | 1,167,240 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $97,712,531 | 1,207,968 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $91,577,676 | 1,105,610 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $132,741,923 | 1,370,876 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $111,839,328 | 1,343,254 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $90,486,481 | 1,435,382 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $94,050,041 | 1,438,734 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $83,446,327 | 1,353,330 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $67,920,339 | 1,502,330 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $81,318,753 | 1,470,236 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $57,862,962 | 1,322,582 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $82,721,797 | 691,076 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $74,833,099 | 569,073 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $59,474,468 | 527,958 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $53,989,724 | 510,107 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||