Position in NET
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$822,669
+$138,859 QoQ
Shares Held
3,354
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#665
of 1,210 holders
Holding Since
Sep 2022
7 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, 2026Frank, Rimerman Advisors LLC holds $64,972,318 across 18 Software - Infrastructure names. NET ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
109,867 | $40,982,588 | |
| 2 | ORCL |
Oracle Corp
|
30,294 | $4,439,585 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
37,396 | $4,362,991 | |
| 4 | PANW |
Palo Alto Networks Inc
|
11,124 | $3,793,506 | |
| 5 | FTNT |
Fortinet, Inc.
|
17,064 | $2,621,371 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
38,860 | $1,853,476 | |
| 7 | SNPS |
Synopsys Inc
|
2,490 | $1,110,714 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
3,354 | $822,669 |
All Filings in NET
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,669 | 3,354 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $683,810 | 3,314 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $566,411 | 2,873 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $605,358 | 2,821 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $542,449 | 2,770 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $252,763 | 2,243 | Shares | Sole | 2025-05-12 | |
| 2022-09-30 | $172,567 | 166,050 | Shares | Sole | 2023-09-07 | |
| No filing history on record for this holder in this stock. | ||||||