Position in NET
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,461,384
+$393,032 QoQ
Shares Held
10,035
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#480
of 1,214 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Jun 30, 2023CallValue
$91,518
CallShares
1,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SteelPeak Wealth, LLC holds $100,829,649 across 10 Software - Infrastructure names. NET ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
195,044 | $72,755,312 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
99,778 | $11,641,099 | |
| 3 | PANW |
Palo Alto Networks Inc
|
21,255 | $7,248,380 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
10,035 | $2,461,384 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
44,940 | $2,143,469 | |
| 6 | ORCL |
Oracle Corp
|
14,262 | $2,090,096 | |
| 7 | CRWV |
CoreWeave, Inc.
|
9,385 | $934,182 | |
| 8 | OKTA |
Okta, Inc.
|
5,060 | $690,437 |
All Filings in NET
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,461,384 | 10,035 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,068,352 | 10,024 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,974,851 | 10,017 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,163,496 | 10,082 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,994,332 | 10,184 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,136,140 | 10,082 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,080,676 | 10,036 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $811,812 | 10,036 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $831,530 | 10,039 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $968,300 | 10,000 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $832,600 | 10,000 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $630,400 | 10,000 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $91,518 | 1,400 | Call | Sole | 2023-08-03 | |
| 2023-06-30 | $653,700 | 10,000 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $616,600 | 10,000 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $452,100 | 10,000 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $553,100 | 10,000 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $437,500 | 10,000 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,197,000 | 10,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,317,367 | 10,018 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,252,668 | 11,120 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,058,400 | 10,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $702,600 | 10,000 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $788,396 | 10,375 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||