Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,929,951
+$3,301,634 QoQ
Shares Held
19,046
+497.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Clear Street Group Inc. holds $1,764,727,868 across 14 Software - Infrastructure names. NET ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,874,170 | $1,063,931,508 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,180,652 | $318,985,774 | |
| 3 | CRWV |
CoreWeave, Inc.
|
3,710,242 | $287,432,447 | |
| 4 | ORCL |
Oracle Corp
|
456,633 | $67,175,280 | |
| 5 | MDB |
MongoDB, Inc.
|
25,695 | $6,289,365 | |
| 6 | PATH |
UiPath, Inc.
|
541,501 | $6,010,661 | |
| 7 | PANW |
Palo Alto Networks Inc
|
33,565 | $5,381,140 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
19,046 | $3,929,951 |
All Filings in NET
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,929,951 | 19,046 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $628,317 | 3,187 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||