Position in NET
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,792,028
+$577,870 QoQ
Shares Held
15,460
-0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#393
of 1,214 holders
Holding Since
Mar 2022
18 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, 2026Taylor Frigon Capital Management LLC holds $18,672,869 across 6 Software - Infrastructure names. NET ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
12,837 | $4,377,673 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
15,460 | $3,792,028 | |
| 3 | GTLB |
Gitlab Inc.
|
103,135 | $3,148,711 | |
| 4 | MDB |
MongoDB, Inc.
|
9,002 | $3,023,771 | |
| 5 | TOST |
Toast, Inc.
|
79,581 | $2,213,943 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
18,143 | $2,116,743 |
All Filings in NET
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,792,028 | 15,460 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,214,158 | 15,577 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,105,112 | 15,750 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,437,088 | 16,017 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,373,955 | 17,229 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,066,847 | 18,341 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,816,286 | 35,441 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,455,701 | 42,721 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,904,440 | 47,138 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,801,933 | 39,264 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,272,237 | 51,312 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,309,284 | 52,495 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,548,152 | 54,278 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,411,092 | 55,321 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,714,408 | 37,921 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,214,169 | 40,032 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,307,862 | 29,894 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,772,345 | 31,515 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||