Position in NET
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$541,229
+$158,758 QoQ
Shares Held
2,623
+35.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026McAdam, LLC holds $21,373,628 across 13 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,744 | $9,603,026 | |
| 2 | ORCL |
Oracle Corp
|
20,562 | $3,013,361 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
20,048 | $2,339,000 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
8,104 | $1,546,121 | |
| 5 | PANW |
Palo Alto Networks Inc
|
3,673 | $1,252,566 | |
| 6 | NTCT |
Netscout Systems Inc
|
26,050 | $1,134,477 | |
| 7 | NTAP |
NetApp, Inc.
|
3,403 | $526,648 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
3,027 | $475,329 |
All Filings in NET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $541,229 | 2,623 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $382,471 | 1,940 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $237,336 | 1,106 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||