Position in NET
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$19,122,028
+$3,035,762 QoQ
Shares Held
77,960
0.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
3.11%
of 13F equity value
Holder Rank
#212
of 1,214 holders
Holding Since
Sep 2023
12 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, 2026Baker Chad R holds $39,106,574 across 2 Software - Infrastructure names. NET ranks #2 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
53,575 | $19,984,546 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
77,960 | $19,122,028 |
All Filings in NET
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,122,028 | 77,960 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $16,086,266 | 77,960 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $16,026,323 | 81,290 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $17,447,239 | 81,305 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $18,780,097 | 95,900 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $10,806,971 | 95,900 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $10,326,512 | 95,900 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,757,351 | 95,900 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $7,943,397 | 95,900 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $9,285,997 | 95,900 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $7,969,230 | 95,715 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,029,572 | 32,195 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||