Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$338,486
+$28,976 QoQ
Shares Held
1,380
-8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#848
of 1,214 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Peak Asset Management, LLC holds $60,679,521 across 6 Software - Infrastructure names. NET ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
67,052 | $25,011,737 | |
| 2 | FTNT |
Fortinet, Inc.
|
159,052 | $24,433,568 | |
| 3 | ORCL |
Oracle Corp
|
69,796 | $10,228,603 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,167 | $397,970 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
1,380 | $338,486 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,307 | $269,157 |
All Filings in NET
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,486 | 1,380 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $309,510 | 1,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $295,725 | 1,500 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $334,760 | 1,560 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $375,993 | 1,920 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $216,364 | 1,920 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $333,484 | 3,097 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $249,707 | 3,087 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $255,696 | 3,087 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $492,574 | 5,087 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $402,728 | 4,837 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $304,924 | 4,837 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $315,344 | 4,824 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $297,447 | 4,824 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $217,505 | 4,811 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $264,215 | 4,777 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $208,993 | 4,777 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $792,054 | 6,617 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $870,135 | 6,617 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,416,348 | 12,573 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $852,329 | 8,053 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $431,115 | 6,136 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $563,921 | 7,421 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||