Position in NET
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,687,789
+$1,145,140 QoQ
Shares Held
19,112
+11.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#362
of 1,214 holders
Holding Since
Dec 2020
13 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, 2026Empowered Funds, LLC holds $667,686,255 across 52 Software - Infrastructure names. NET ranks #22 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
705,569 | $263,191,340 | |
| 2 | PANW |
Palo Alto Networks Inc
|
223,656 | $76,271,165 | |
| 3 | FTNT |
Fortinet, Inc.
|
327,582 | $50,323,141 | |
| 4 | ORCL |
Oracle Corp
|
229,062 | $33,569,030 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
282,116 | $32,914,471 | |
| 6 | NTAP |
NetApp, Inc.
|
119,168 | $18,442,436 | |
| 7 | NTCT |
Netscout Systems Inc
|
340,099 | $14,811,311 | |
| 8 | GEN |
Gen Digital Inc.
|
510,452 | $12,705,148 |
All Filings in NET
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,687,789 | 19,112 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $3,542,649 | 17,169 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $9,945,624 | 50,447 | Shares | Other | 2026-02-18 | |
| 2025-09-30 | $8,732,524 | 40,694 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $7,850,236 | 40,087 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $750,064 | 6,656 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $534,092 | 4,960 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $354,136 | 4,378 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $336,703 | 4,065 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $341,616 | 3,528 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $236,375 | 2,839 | Shares | Other | 2024-02-14 | |
| 2021-03-31 | $1,656,590 | 23,578 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,791,692 | 23,578 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||