Position in NET
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$21,942,994
+$4,296,179 QoQ
Shares Held
89,461
+4.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#190
of 1,210 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 16%
Shared 84%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Silvant Capital Management LLC holds $235,343,617 across 10 Software - Infrastructure names. NET ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
415,363 | $154,938,705 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
286,514 | $33,427,587 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
89,461 | $21,942,994 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
55,040 | $10,500,806 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
35,961 | $5,646,955 | |
| 6 | MDB |
MongoDB, Inc.
|
15,003 | $5,039,507 | |
| 7 | ORCL |
Oracle Corp
|
25,656 | $3,759,886 | |
| 8 | IOT |
Samsara Inc.
|
1,290 | $41,834 |
All Filings in NET
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,942,994 | 89,461 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $17,646,815 | 85,523 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $13,809,174 | 70,044 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $13,419,814 | 62,537 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $13,055,202 | 66,666 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $2,177,959 | 19,327 | Shares | Other | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||