Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,754
+$6,153 QoQ
Shares Held
158
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,060
of 1,214 holders
Holding Since
Dec 2025
3 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, 2026FWL INVESTMENT MANAGEMENT, LLC holds $13,192,808 across 10 Software - Infrastructure names. NET ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
28,144 | $10,498,274 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
18,808 | $2,194,329 | |
| 3 | ORCL |
Oracle Corp
|
1,723 | $252,505 | |
| 4 | NN |
Nextnav Inc.
|
4,585 | $81,750 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
340 | $64,866 | |
| 6 | PANW |
Palo Alto Networks Inc
|
152 | $51,835 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
158 | $38,754 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
46 | $6,045 |
All Filings in NET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,754 | 158 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,601 | 158 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,681 | 252 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||