Position in NET
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$13,712,868
+$2,563,493 QoQ
Shares Held
55,907
+3.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#239
of 1,214 holders
Holding Since
Dec 2021
19 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, 2026LYELL WEALTH MANAGEMENT, LP holds $112,073,092 across 6 Software - Infrastructure names. NET ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
173,721 | $59,242,335 | |
| 2 | MSFT |
Microsoft Corp
|
93,697 | $34,950,854 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
55,907 | $13,712,868 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
16,320 | $3,113,611 | |
| 5 | ORCL |
Oracle Corp
|
4,682 | $686,147 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
3,148 | $367,277 |
All Filings in NET
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,712,868 | 55,907 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $11,149,375 | 54,034 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,324,548 | 52,369 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,183,572 | 52,116 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,148,498 | 51,823 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,718,792 | 50,748 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,121,045 | 47,558 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,257,197 | 40,267 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,422,535 | 41,320 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,405,607 | 35,171 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,553,833 | 30,673 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,789,138 | 28,381 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,714,328 | 26,225 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,247,196 | 20,227 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $841,855 | 18,621 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,055,812 | 19,089 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $805,700 | 18,416 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,317,870 | 19,364 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,141,872 | 16,288 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||