Position in NET
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$430,466
+$200,810 QoQ
Shares Held
1,755
+57.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#798
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, 2026Howard Capital Management Inc. holds $132,872,208 across 9 Software - Infrastructure names. NET ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
279,061 | $104,095,334 | |
| 2 | PANW |
Palo Alto Networks Inc
|
23,342 | $7,960,088 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
64,312 | $7,503,281 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
30,020 | $5,727,365 | |
| 5 | FTNT |
Fortinet, Inc.
|
18,846 | $2,895,122 | |
| 6 | SNPS |
Synopsys Inc
|
5,573 | $2,485,948 | |
| 7 | ORCL |
Oracle Corp
|
10,430 | $1,528,516 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
1,755 | $430,466 |
All Filings in NET
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,466 | 1,755 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $229,656 | 1,113 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $424,463 | 2,153 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $459,651 | 2,142 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $406,543 | 2,076 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $200,813 | 1,782 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $221,282 | 2,055 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||