Position in NET
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,410,379
+$828,523 QoQ
Shares Held
17,981
+3.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#372
of 1,210 holders
Holding Since
Mar 2025
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, 2026HUB Investment Partners, LLC holds $181,340,242 across 27 Software - Infrastructure names. NET ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
297,773 | $111,075,284 | |
| 2 | PANW |
Palo Alto Networks Inc
|
55,398 | $18,891,825 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
94,596 | $18,047,497 | |
| 4 | ORCL |
Oracle Corp
|
77,754 | $11,394,848 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
77,398 | $9,030,024 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
17,981 | $4,410,379 | |
| 7 | FTNT |
Fortinet, Inc.
|
7,184 | $1,103,606 | |
| 8 | CRWV |
CoreWeave, Inc.
|
9,029 | $898,746 |
All Filings in NET
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,410,379 | 17,981 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,581,856 | 17,359 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,407,879 | 22,358 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,857,030 | 22,634 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,363,771 | 17,177 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $315,982 | 2,804 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||