Position in NET
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$441,258
+$63,863 QoQ
Shares Held
1,799
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#790
of 1,214 holders
Holding Since
Jun 2025
5 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $116,217,708 across 25 Software - Infrastructure names. NET ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
185,928 | $69,354,862 | |
| 2 | ORCL |
Oracle Corp
|
67,260 | $9,856,953 | |
| 3 | PANW |
Palo Alto Networks Inc
|
17,473 | $5,958,642 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
25,440 | $4,853,570 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
37,523 | $4,377,808 | |
| 6 | TWLO |
Twilio Inc
|
18,121 | $3,738,905 | |
| 7 | NTCT |
Netscout Systems Inc
|
85,551 | $3,725,746 | |
| 8 | CRWV |
CoreWeave, Inc.
|
28,126 | $2,799,662 |
All Filings in NET
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,258 | 1,799 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $377,395 | 1,829 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $364,530 | 1,849 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $406,648 | 1,895 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $232,058 | 1,185 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||