Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,121,201
+$3,515,670 QoQ
Shares Held
20,879
+168.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#353
of 1,214 holders
Holding Since
Sep 2024
5 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, 2026Polymer Capital Management (HK) LTD holds $7,803,491 across 2 Software - Infrastructure names. NET ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
This page
|
20,879 | $5,121,201 | |
| 2 | TWLO |
Twilio Inc
|
13,000 | $2,682,290 |
All Filings in NET
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,121,201 | 20,879 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,605,531 | 7,781 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $225,204 | 1,150 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $1,350,414 | 12,541 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $505,562 | 6,250 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||