Position in NET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$119,941
+$20,279 QoQ
Shares Held
489
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,002
of 1,210 holders
Holding Since
Mar 2022
17 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, 2026CVA Family Office, LLC holds $14,975,426 across 51 Software - Infrastructure names. NET ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
28,073 | $10,471,790 | |
| 2 | ORCL |
Oracle Corp
|
10,103 | $1,480,594 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,136 | $599,217 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
3,092 | $589,907 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,164 | $396,947 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,700 | $261,154 | |
| 7 | SNPS |
Synopsys Inc
|
400 | $178,428 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
489 | $119,941 |
All Filings in NET
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,941 | 489 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $99,662 | 483 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $83,985 | 426 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $90,556 | 422 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $82,640 | 422 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $44,174 | 392 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $30,796 | 286 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $25,237 | 312 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $11,679 | 141 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $27,112 | 280 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $22,896 | 275 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $8,171 | 125 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $7,707 | 125 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $678 | 15 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $26,548 | 480 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $25,156 | 575 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $16,159 | 135 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||