Position in NET
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$64,018
+$10,783 QoQ
Shares Held
261
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,032
of 1,210 holders
Holding Since
Dec 2023
11 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, 2026Aspect Partners, LLC holds $765,859 across 16 Software - Infrastructure names. NET ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,038 | $387,193 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,019 | $118,886 | |
| 3 | PANW |
Palo Alto Networks Inc
|
319 | $108,785 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
261 | $64,018 | |
| 5 | ORCL |
Oracle Corp
|
206 | $30,188 | |
| 6 | VRSN |
Verisign Inc/Ca
|
99 | $24,904 | |
| 7 | MDB |
MongoDB, Inc.
|
25 | $8,397 | |
| 8 | OKTA |
Okta, Inc.
|
58 | $7,914 |
All Filings in NET
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,018 | 261 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $53,235 | 258 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $50,864 | 258 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $55,364 | 258 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $48,957 | 250 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $28,172 | 250 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $26,920 | 250 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $20,222 | 250 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $20,707 | 250 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $24,207 | 250 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $20,815 | 250 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||