Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,431,846
+$3,070,668 QoQ
Shares Held
16,632
+807.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Massar Capital Management, LP holds $19,497,397 across 12 Software - Infrastructure names. NET ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,183 | $4,879,951 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
16,632 | $3,431,846 | |
| 3 | CLBT |
Cellebrite DI Ltd.
|
168,448 | $2,321,213 | |
| 4 | GTLB |
Gitlab Inc.
|
87,346 | $1,890,167 | |
| 5 | KSPI |
Joint Stock Co Kaspi.kz
|
25,360 | $1,878,415 | |
| 6 | RBRK |
Rubrik, Inc.
|
37,910 | $1,856,452 | |
| 7 | DLO |
dLocal Ltd
|
109,492 | $1,420,111 | |
| 8 | STNE |
StoneCo Ltd.
|
85,000 | $1,200,200 |
All Filings in NET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,431,846 | 16,632 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $361,178 | 1,832 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,612,429 | 7,514 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||