Position in NET
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,112,378
-$1,111,276 QoQ
Shares Held
5,391
-52.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Independent Advisor Alliance holds $159,553,291 across 19 Software - Infrastructure names. NET ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
306,720 | $113,538,541 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
134,738 | $19,709,474 | |
| 3 | ORCL |
Oracle Corp
|
65,827 | $9,683,809 | |
| 4 | PANW |
Palo Alto Networks Inc
|
49,775 | $7,979,927 | |
| 5 | SNPS |
Synopsys Inc
|
3,527 | $1,398,384 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
13,093 | $1,277,909 | |
| 7 | CRWV |
CoreWeave, Inc.
|
15,111 | $1,170,648 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
5,391 | $1,112,378 |
All Filings in NET
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,112,378 | 5,391 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,223,654 | 11,279 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,686,451 | 12,519 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,198,111 | 26,544 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,057,392 | 27,131 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,046,481 | 28,292 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,278,023 | 28,162 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,030,915 | 36,592 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,391,567 | 35,026 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,922,925 | 35,106 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,167,378 | 34,381 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,785,284 | 42,608 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $972,131 | 15,766 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $699,037 | 15,462 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $756,751 | 13,682 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $568,137 | 12,986 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,549,157 | 12,942 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,824,694 | 13,876 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,877,875 | 16,670 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,669,731 | 15,776 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,091,418 | 15,534 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||