Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,503,853
+$8,972,660 QoQ
Shares Held
109,062
+58.9% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Meridiem Capital Partners LP holds $216,987,167 across 12 Software - Infrastructure names. NET ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYZ |
Block, Inc.
|
730,706 | $43,973,887 | |
| 2 | FFIV |
F5, Inc.
|
130,139 | $37,653,116 | |
| 3 | CPAY |
Corpay, Inc.
|
79,509 | $23,136,323 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
109,062 | $22,503,853 | |
| 5 | CRWV |
CoreWeave, Inc.
|
249,636 | $19,339,300 | |
| 6 | PANW |
Palo Alto Networks Inc
|
108,952 | $17,467,184 | |
| 7 | AKAM |
Akamai Technologies Inc
|
116,508 | $13,380,943 | |
| 8 | SNPS |
Synopsys Inc
|
26,184 | $10,381,432 |
All Filings in NET
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||