Position in NET
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$468,484
New position
Shares Held
1,910
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#776
of 1,214 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SEAVIEW INVESTMENT MANAGERS LLC holds $20,740,076 across 6 Software - Infrastructure names. NET ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,651 | $9,941,355 | |
| 2 | ORCL |
Oracle Corp
|
65,860 | $9,651,782 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
1,910 | $468,484 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,072 | $365,572 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,977 | $230,655 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,724 | $82,228 |
All Filings in NET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,484 | 1,910 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||