Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$26,830,390
+$4,919,732 QoQ
Shares Held
130,030
+17.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 96.70845189571638.ToString("F0")%
Shared 3.2915481042836268.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Mar 31, 2026CallValue
$371,412
CallShares
1,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Tidal Investments LLC holds $1,434,397,637 across 65 Software - Infrastructure names. NET ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,092,399 | $774,543,336 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,440,875 | $210,771,192 | |
| 3 | ORCL |
Oracle Corp
|
452,878 | $66,622,881 | |
| 4 | FTNT |
Fortinet, Inc.
|
586,189 | $47,903,364 | |
| 5 | CORZ |
Core Scientific, Inc./tx
|
2,136,201 | $31,957,566 | |
| 6 | XYZ |
Block, Inc.
|
492,809 | $29,657,245 | |
| 7 | VRSN |
Verisign Inc/Ca
|
117,452 | $29,170,378 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
130,030 | $26,830,390 |
All Filings in NET
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,830,390 | 130,030 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $371,412 | 1,800 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $39,430 | 200 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $21,910,658 | 111,137 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,896,633 | 64,759 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,833,867 | 24,684 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,512,637 | 13,423 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,805,578 | 16,768 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,879,721 | 23,238 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,630,756 | 19,688 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,292,874 | 13,352 | Shares | Defined | 2024-05-16 | |
| 2023-12-31 | $1,120,096 | 13,453 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $707,056 | 11,216 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $713,120 | 10,909 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $347,084 | 5,629 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $365,654 | 6,611 | Shares | Defined | 2022-11-23 | |
| 2022-06-30 | $263,461 | 6,022 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $637,043 | 5,322 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $448,020 | 3,407 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $411,960 | 3,657 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $254,862 | 2,408 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||