Position in NET
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,650,992
+$810,103 QoQ
Shares Held
14,885
+8.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#26
of 197 holders
Holding Since
Mar 2025
6 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, 2026Realta Investment Advisors holds $17,146,974 across 7 Software - Infrastructure names. NET ranks #3 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
45,703 | $5,332,169 | |
| 2 | MSFT |
Microsoft Corp
|
13,954 | $5,205,121 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
14,885 | $3,650,992 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
6,983 | $1,332,251 | |
| 5 | ORCL |
Oracle Corp
|
6,354 | $931,178 | |
| 6 | BKKT |
Bakkt, Inc.
|
53,309 | $416,343 | |
| 7 | XYZ |
Block, Inc.
|
3,670 | $278,920 |
All Filings in NET
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,650,992 | 14,885 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,840,889 | 13,768 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,746,890 | 13,933 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,899,325 | 13,511 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,491,441 | 7,616 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $550,941 | 4,889 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||