Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$554,641
+$70,835 QoQ
Shares Held
2,688
+9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Smartleaf Asset Management LLC holds $56,845,571 across 81 Software - Infrastructure names. NET ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
114,791 | $42,492,184 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
27,708 | $4,053,126 | |
| 3 | ORCL |
Oracle Corp
|
27,417 | $4,033,314 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,664 | $1,228,692 | |
| 5 | SNPS |
Synopsys Inc
|
2,388 | $946,794 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
2,688 | $554,641 | |
| 7 | FTNT |
Fortinet, Inc.
|
5,634 | $460,410 | |
| 8 | FFIV |
F5, Inc.
|
1,482 | $428,787 |
All Filings in NET
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $554,641 | 2,688 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $483,806 | 2,454 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $467,806 | 2,180 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $249,095 | 1,272 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $148,750 | 1,320 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $133,846 | 1,243 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $60,748 | 751 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,200 | 99 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $3,485 | 36 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $2,081 | 25 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||