Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,580,345
-$325,953 QoQ
Shares Held
10,520
-25.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#472
of 1,214 holders
Holding Since
Mar 2025
4 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, 2026SummitTX Capital, L.P. holds $28,596,144 across 16 Software - Infrastructure names. NET ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TENB |
Tenable Holdings, Inc.
|
212,738 | $7,845,777 | |
| 2 | XYZ |
Block, Inc.
|
48,543 | $3,689,268 | |
| 3 | PANW |
Palo Alto Networks Inc
|
8,561 | $2,919,472 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
10,520 | $2,580,345 | |
| 5 | PATH |
UiPath, Inc.
|
212,546 | $2,310,375 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
11,984 | $2,286,367 | |
| 7 | FFIV |
F5, Inc.
|
4,897 | $2,036,956 | |
| 8 | MDB |
MongoDB, Inc.
|
3,925 | $1,318,407 |
All Filings in NET
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,580,345 | 10,520 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,906,298 | 14,085 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $380,682 | 1,774 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $280,034 | 2,485 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||