Position in NET
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$6,646,624
-$364,818 QoQ
Shares Held
32,212
-9.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Sanctuary Advisors, LLC holds $589,928,164 across 37 Software - Infrastructure names. NET ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
980,298 | $362,876,910 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
562,025 | $82,213,017 | |
| 3 | ORCL |
Oracle Corp
|
272,688 | $40,115,131 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
94,572 | $36,921,854 | |
| 5 | PANW |
Palo Alto Networks Inc
|
191,337 | $30,675,147 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
32,212 | $6,646,624 | |
| 7 | XYZ |
Block, Inc.
|
78,196 | $4,705,835 | |
| 8 | SNPS |
Synopsys Inc
|
9,089 | $3,603,606 |
All Filings in NET
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,646,624 | 32,212 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,011,442 | 35,564 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,719,456 | 31,313 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $3,463,449 | 17,686 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $1,332,559 | 11,825 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $1,304,004 | 12,110 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,143,218 | 14,133 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $852,983 | 10,298 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||