Position in NET
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$19,303,781
+$3,641,131 QoQ
Shares Held
78,701
+3.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#211
of 1,214 holders
Holding Since
Sep 2024
8 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, 2026Slow Capital, Inc. holds $65,445,582 across 9 Software - Infrastructure names. NET ranks #1 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
This page
|
78,701 | $19,303,781 | |
| 2 | FTNT |
Fortinet, Inc.
|
68,957 | $10,593,174 | |
| 3 | SNPS |
Synopsys Inc
|
15,500 | $6,914,085 | |
| 4 | MSFT |
Microsoft Corp
|
17,878 | $6,668,851 | |
| 5 | MDB |
MongoDB, Inc.
|
18,197 | $6,112,372 | |
| 6 | RBRK |
Rubrik, Inc.
|
64,781 | $5,200,618 | |
| 7 | IOT |
Samsara Inc.
|
144,318 | $4,680,232 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
75,484 | $3,600,303 |
All Filings in NET
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,303,781 | 78,701 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $15,662,650 | 75,907 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $9,657,392 | 48,985 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $10,912,974 | 50,855 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $10,568,161 | 53,966 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,087,063 | 54,016 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,748,927 | 53,389 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,254,975 | 52,602 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||