Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,319,155
+$3,905,879 QoQ
Shares Held
29,840
+80.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
11.25%
of 13F equity value
Holder Rank
#302
of 1,210 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Osbon Capital Management LLC holds $10,156,862 across 14 Software - Infrastructure names. NET ranks #1 (72.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
This page
|
29,840 | $7,319,155 | |
| 2 | MSFT |
Microsoft Corp
|
3,550 | $1,324,221 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
3,704 | $706,667 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,195 | $256,090 | |
| 5 | CORZ |
Core Scientific, Inc./tx
|
8,054 | $206,101 | |
| 6 | CRWV |
CoreWeave, Inc.
|
1,793 | $178,475 | |
| 7 | TWLO |
Twilio Inc
|
211 | $43,535 | |
| 8 | XYZ |
Block, Inc.
|
568 | $43,168 |
All Filings in NET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,319,155 | 29,840 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,413,276 | 16,542 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,455,700 | 12,456 | Shares | Sole | 2026-03-16 | |
| No filing history on record for this holder in this stock. | ||||||