Position in NET
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$328,675
-$14,168 QoQ
Shares Held
1,340
-22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#855
of 1,214 holders
Holding Since
Sep 2025
3 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, 2026Americana Partners, LLC holds $271,518,624 across 14 Software - Infrastructure names. NET ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
527,809 | $196,883,313 | |
| 2 | PANW |
Palo Alto Networks Inc
|
102,475 | $34,946,024 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
157,219 | $18,342,740 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
63,512 | $12,117,136 | |
| 5 | ORCL |
Oracle Corp
|
41,747 | $6,118,022 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
2,967 | $465,908 | |
| 7 | TWLO |
Twilio Inc
|
2,236 | $461,353 | |
| 8 | SNPS |
Synopsys Inc
|
1,024 | $456,775 |
All Filings in NET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,675 | 1,340 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $342,843 | 1,739 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $217,808 | 1,015 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||