Position in NET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,304,896
-$235,149 QoQ
Shares Held
9,397
-23.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#489
of 1,214 holders
Holding Since
Dec 2024
7 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, 2026Aljian Capital Management, LLC holds $30,893,032 across 8 Software - Infrastructure names. NET ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
36,747 | $13,707,365 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,724 | $6,726,278 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
48,216 | $5,625,360 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
9,397 | $2,304,896 | |
| 5 | ORCL |
Oracle Corp
|
8,896 | $1,303,708 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,600 | $686,826 | |
| 7 | FFIV |
F5, Inc.
|
704 | $292,835 | |
| 8 | CRWV |
CoreWeave, Inc.
|
2,469 | $245,764 |
All Filings in NET
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,304,896 | 9,397 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,540,045 | 12,310 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,184,224 | 11,079 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,159,633 | 10,064 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,284,944 | 11,668 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,082,725 | 9,608 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $470,346 | 4,368 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||