Position in NET
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$775,084
+$123,050 QoQ
Shares Held
3,160
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#675
of 1,210 holders
Holding Since
Dec 2024
7 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, 2026Atlatl Advisers LLC holds $11,067,519 across 15 Software - Infrastructure names. NET ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
19,438 | $6,628,746 | |
| 2 | MSFT |
Microsoft Corp
|
4,641 | $1,731,185 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
13,121 | $1,530,827 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
3,160 | $775,084 | |
| 5 | FFIV |
F5, Inc.
|
290 | $120,628 | |
| 6 | FTNT |
Fortinet, Inc.
|
650 | $99,853 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,140 | $54,373 | |
| 8 | SNPS |
Synopsys Inc
|
98 | $43,714 |
All Filings in NET
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,084 | 3,160 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $652,034 | 3,160 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $629,302 | 3,192 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $678,104 | 3,160 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $618,822 | 3,160 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $345,958 | 3,070 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $308,503 | 2,865 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||