Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$495,216
-$12,876,482 QoQ
Shares Held
2,400
-96.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
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, 2026TWINBEECH CAPITAL LP holds $22,395,412 across 14 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPAY |
Corpay, Inc.
|
16,300 | $5,432,301 | |
| 2 | ORCL |
Oracle Corp
|
30,547 | $4,476,662 | |
| 3 | NTAP |
NetApp, Inc.
|
21,001 | $3,250,114 | |
| 4 | DOX |
Amdocs Ltd
|
59,167 | $2,990,300 | |
| 5 | VRSN |
Verisign Inc/Ca
|
7,715 | $1,940,785 | |
| 6 | AKAM |
Akamai Technologies Inc
|
7,984 | $943,788 | |
| 7 | S |
SentinelOne, Inc.
|
44,978 | $763,276 | |
| 8 | NN |
Nextnav Inc.
|
38,100 | $679,323 |
All Filings in NET
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $495,216 | 2,400 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,371,698 | 67,825 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $36,979,899 | 328,156 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $4,939,305 | 61,062 | Shares | Sole | 2024-11-14 | |
| 2023-06-30 | $8,658,517 | 132,454 | Shares | Sole | 2023-08-14 | |
| 2020-12-31 | $2,414,582 | 31,775 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||