Position in NET
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,527,901
+$1,512,624 QoQ
Shares Held
38,845
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#283
of 1,214 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Yarbrough Capital, LLC holds $100,053,630 across 8 Software - Infrastructure names. NET ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
129,794 | $48,415,757 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
129,443 | $15,102,114 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
69,520 | $13,263,373 | |
| 4 | PANW |
Palo Alto Networks Inc
|
35,953 | $12,260,692 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
38,845 | $9,527,901 | |
| 6 | CRWV |
CoreWeave, Inc.
|
6,190 | $616,152 | |
| 7 | OKTA |
Okta, Inc.
|
3,667 | $500,362 | |
| 8 | TOST |
Toast, Inc.
|
13,202 | $367,279 |
All Filings in NET
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,527,901 | 38,845 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,015,277 | 38,845 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||