Position in NET
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,677,728
+$1,249,313 QoQ
Shares Held
14,994
+27.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#399
of 1,210 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 10%
Shared 90%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Belpointe Asset Management LLC holds $68,327,629 across 16 Software - Infrastructure names. NET ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
103,563 | $38,631,070 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
68,471 | $7,988,511 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
32,956 | $6,287,510 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
14,994 | $3,677,728 | |
| 5 | ORCL |
Oracle Corp
|
23,481 | $3,441,140 | |
| 6 | PANW |
Palo Alto Networks Inc
|
6,408 | $2,185,256 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
9,672 | $1,518,794 | |
| 8 | CRWV |
CoreWeave, Inc.
|
10,919 | $1,086,877 |
All Filings in NET
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,677,728 | 14,994 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $2,428,415 | 11,769 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $1,467,190 | 7,442 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,666,935 | 7,768 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,785,577 | 9,118 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $877,517 | 7,787 | Shares | Other | 2025-05-20 | |
| 2023-03-31 | $359,416 | 5,829 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $30,652 | 678 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $120,575 | 2,756 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $361,374 | 3,019 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $354,655 | 2,697 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $364,197 | 3,233 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $230,519 | 2,178 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $496,948 | 7,073 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||