Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$546,729
-$21,433,639 QoQ
Shares Held
2,229
-97.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#740
of 1,210 holders
Holding Since
Sep 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, 2026Science & Technology Partners, L.P. holds $28,035,748 across 10 Software - Infrastructure names. NET ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
50,484 | $18,831,541 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,813 | $1,982,349 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
15,578 | $1,817,485 | |
| 4 | ORCL |
Oracle Corp
|
12,291 | $1,801,246 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,084 | $1,351,520 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,503 | $691,750 | |
| 7 | SNPS |
Synopsys Inc
|
1,304 | $581,675 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
2,229 | $546,729 |
All Filings in NET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,729 | 2,229 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,980,368 | 106,525 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $5,217,112 | 24,312 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||