Position in NET
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$216,582
New position
Shares Held
883
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#964
of 1,214 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SAPIENT CAPITAL LLC holds $220,982,907 across 6 Software - Infrastructure names. NET ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
438,394 | $163,529,729 | |
| 2 | PANW |
Palo Alto Networks Inc
|
134,869 | $45,993,026 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
68,863 | $8,034,246 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
39,480 | $1,883,047 | |
| 5 | ORCL |
Oracle Corp
|
9,050 | $1,326,277 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
883 | $216,582 |
All Filings in NET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,582 | 883 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||