Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$355,410
-$1,434,557 QoQ
Shares Held
1,449
-90.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#838
of 1,214 holders
Holding Since
Jun 2020
9 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, 2026Bayesian Capital Management, LP holds $15,263,234 across 9 Software - Infrastructure names. NET ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
16,196 | $6,041,431 | |
| 2 | ORCL |
Oracle Corp
|
34,855 | $5,108,000 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
18,000 | $2,100,060 | |
| 4 | AKAM |
Akamai Technologies Inc
|
3,636 | $429,811 | |
| 5 | PATH |
UiPath, Inc.
|
36,900 | $401,103 | |
| 6 | DBX |
Dropbox, Inc.
|
13,287 | $364,993 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
1,449 | $355,410 | |
| 8 | TWLO |
Twilio Inc
|
1,200 | $247,596 |
All Filings in NET
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,410 | 1,449 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $1,789,967 | 15,884 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $2,846,033 | 35,184 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $5,604,810 | 57,883 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $207,239 | 3,361 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,612,233 | 35,661 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $315,600 | 2,400 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $512,898 | 7,300 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $280,481 | 7,802 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||