Position in NET
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$25,509
+$8,590 QoQ
Shares Held
104
+26.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,078
of 1,209 holders
Holding Since
Dec 2023
11 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, 2026Sachetta, LLC holds $2,252,272 across 25 Software - Infrastructure names. NET ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,027 | $1,875,171 | |
| 2 | ORCL |
Oracle Corp
|
883 | $129,402 | |
| 3 | XYZ |
Block, Inc.
|
392 | $29,792 | |
| 4 | FTNT |
Fortinet, Inc.
|
193 | $29,648 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
104 | $25,509 | |
| 6 | NTAP |
NetApp, Inc.
|
145 | $22,440 | |
| 7 | VRSN |
Verisign Inc/Ca
|
77 | $19,370 | |
| 8 | TDC |
Teradata Corp /De/
|
409 | $14,171 |
All Filings in NET
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,509 | 104 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $16,919 | 82 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $16,757 | 85 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $18,240 | 85 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $14,491 | 74 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $5,747 | 51 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $5,491 | 51 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $4,691 | 58 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $5,549 | 67 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $4,066 | 42 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $3,496 | 42 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||