Position in NET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$947,516
+$248,024 QoQ
Shares Held
3,863
+14.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
6 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, 2026Truvestments Capital LLC holds $24,214,651 across 43 Software - Infrastructure names. NET ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,694 | $6,600,215 | |
| 2 | TWLO |
Twilio Inc
|
21,616 | $4,460,029 | |
| 3 | ORCL |
Oracle Corp
|
17,998 | $2,637,606 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,089 | $2,417,490 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
15,950 | $1,860,886 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
9,400 | $1,793,379 | |
| 7 | OKTA |
Okta, Inc.
|
7,444 | $1,015,733 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
3,863 | $947,516 |
All Filings in NET
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $947,516 | 3,863 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $699,492 | 3,390 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $613,530 | 3,112 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $585,186 | 2,727 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $493,687 | 2,521 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $261,215 | 2,318 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||