Position in NET
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$779,499
+$134,481 QoQ
Shares Held
3,178
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#674
of 1,214 holders
Holding Since
Mar 2025
5 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, 2026AXS Investments LLC holds $21,463,321 across 9 Software - Infrastructure names. NET ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
42,291 | $4,934,090 | |
| 2 | PANW |
Palo Alto Networks Inc
|
10,979 | $3,744,058 | |
| 3 | MSFT |
Microsoft Corp
|
9,648 | $3,598,896 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
17,776 | $3,391,394 | |
| 5 | ORCL |
Oracle Corp
|
15,849 | $2,322,670 | |
| 6 | FTNT |
Fortinet, Inc.
|
7,295 | $1,120,657 | |
| 7 | SNPS |
Synopsys Inc
|
2,396 | $1,068,783 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
3,178 | $779,499 |
All Filings in NET
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $779,499 | 3,178 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $645,018 | 3,126 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $701,459 | 3,558 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $763,725 | 3,559 | Shares | Sole | 2026-05-13 | |
| 2025-03-31 | $1,024,915 | 9,095 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||