Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,684,354
+$19,180,501 QoQ
Shares Held
169,946
+55.8% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#131
of 1,217 holders
Holding Since
Dec 2025
3 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, 2026Meridiem Capital Partners LP holds $327,541,265 across 15 Software - Infrastructure names. NET ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYZ |
Block, Inc.
|
687,662 | $52,262,312 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
169,946 | $41,684,354 | |
| 3 | CPAY |
Corpay, Inc.
|
101,815 | $33,931,885 | |
| 4 | SNPS |
Synopsys Inc
|
61,695 | $27,520,288 | |
| 5 | WEX |
WEX Inc.
|
160,776 | $22,683,885 | |
| 6 | ZS |
Zscaler, Inc.
|
144,497 | $20,395,751 | |
| 7 | PANW |
Palo Alto Networks Inc
|
58,016 | $19,784,616 | |
| 8 | MDB |
MongoDB, Inc.
|
53,226 | $17,878,613 |
All Filings in NET
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,684,354 | 169,946 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,503,853 | 109,062 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,531,193 | 68,634 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||