Position in NET
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$699,492
+$85,962 QoQ
Shares Held
3,390
+8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Truvestments Capital LLC holds $18,906,506 across 40 Software - Infrastructure names. NET ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
18,066 | $6,687,491 | |
| 2 | ORCL |
Oracle Corp
|
19,281 | $2,836,427 | |
| 3 | TWLO |
Twilio Inc
|
20,656 | $2,598,937 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
14,670 | $2,145,927 | |
| 5 | PANW |
Palo Alto Networks Inc
|
7,641 | $1,225,005 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
3,390 | $699,492 | |
| 7 | OKTA |
Okta, Inc.
|
6,960 | $547,821 | |
| 8 | FFIV |
F5, Inc.
|
1,411 | $408,244 |
All Filings in NET
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||