Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,906,298
+$2,525,616 QoQ
Shares Held
14,085
+694.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026SummitTX Capital, L.P. holds $21,165,813 across 20 Software - Infrastructure names. NET ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKAM |
Akamai Technologies Inc
|
52,750 | $6,058,337 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
14,085 | $2,906,298 | |
| 3 | FFIV |
F5, Inc.
|
8,206 | $2,374,241 | |
| 4 | PATH |
UiPath, Inc.
|
175,465 | $1,947,661 | |
| 5 | XYZ |
Block, Inc.
|
31,792 | $1,913,242 | |
| 6 | OKTA |
Okta, Inc.
|
13,197 | $1,038,735 | |
| 7 | MDB |
MongoDB, Inc.
|
3,704 | $906,628 | |
| 8 | DBX |
Dropbox, Inc.
|
37,145 | $843,934 |
All Filings in NET
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||