Position in NET
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,271,292
+$865,085 QoQ
Shares Held
9,260
+35.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#492
of 1,210 holders
Holding Since
Dec 2024
6 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, 2026Vise Technologies, Inc. holds $208,245,013 across 36 Software - Infrastructure names. NET ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
375,993 | $140,252,908 | |
| 2 | ORCL |
Oracle Corp
|
145,215 | $21,281,258 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
83,557 | $9,748,595 | |
| 4 | PANW |
Palo Alto Networks Inc
|
21,010 | $7,164,830 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
31,476 | $6,005,148 | |
| 6 | FFIV |
F5, Inc.
|
8,632 | $3,590,566 | |
| 7 | CPAY |
Corpay, Inc.
|
8,293 | $2,763,808 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
9,260 | $2,271,292 |
All Filings in NET
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,271,292 | 9,260 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,406,207 | 6,815 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,343,577 | 6,815 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,380,028 | 6,431 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,172,042 | 5,985 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $416,721 | 3,870 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||