Position in NET
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$429,240
+$68,765 QoQ
Shares Held
1,750
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#797
of 1,210 holders
Holding Since
Sep 2025
4 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, 2026SPIREPOINT PRIVATE CLIENT, LLC holds $95,743,786 across 8 Software - Infrastructure names. NET ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
92,515 | $34,509,945 | |
| 2 | PANW |
Palo Alto Networks Inc
|
86,429 | $29,474,017 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
208,372 | $24,310,761 | |
| 4 | XYZ |
Block, Inc.
|
52,531 | $3,992,356 | |
| 5 | ORCL |
Oracle Corp
|
10,092 | $1,478,982 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
5,584 | $1,065,343 | |
| 7 | IOT |
Samsara Inc.
|
14,898 | $483,142 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
1,750 | $429,240 |
All Filings in NET
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,240 | 1,750 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $360,475 | 1,747 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $344,421 | 1,747 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $374,888 | 1,747 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||