Position in NET
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,905
-$47 QoQ
Shares Held
20
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,156
of 1,214 holders
Holding Since
Dec 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, 2026Triumph Capital Management holds $13,831,712 across 33 Software - Infrastructure names. NET ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,758 | $4,758,989 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
12,721 | $1,484,159 | |
| 3 | ORCL |
Oracle Corp
|
9,840 | $1,442,052 | |
| 4 | CRWV |
CoreWeave, Inc.
|
11,868 | $1,181,340 | |
| 5 | FOUR |
Shift4 Payments, Inc.
|
17,861 | $868,759 | |
| 6 | OKTA |
Okta, Inc.
|
6,098 | $832,072 | |
| 7 | NTSK |
Netskope Inc
|
70,505 | $771,324 | |
| 8 | TWLO |
Twilio Inc
|
3,727 | $768,991 |
All Filings in NET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,905 | 20 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,952 | 24 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,943 | 20 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||