Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$664,463
New position
Shares Held
2,709
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#703
of 1,214 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Longaeva Partners L.P. holds $67,548,281 across 11 Software - Infrastructure names. NET ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOST |
Toast, Inc.
|
872,976 | $24,286,192 | |
| 2 | XYZ |
Block, Inc.
|
177,808 | $13,513,408 | |
| 3 | GDDY |
GoDaddy Inc.
|
101,252 | $8,594,269 | |
| 4 | RELY |
Remitly Global, Inc.
|
324,416 | $7,270,162 | |
| 5 | SNPS |
Synopsys Inc
|
15,260 | $6,807,028 | |
| 6 | IOT |
Samsara Inc.
|
64,343 | $2,086,643 | |
| 7 | ZETA |
Zeta Global Holdings Corp.
|
84,422 | $1,661,424 | |
| 8 | PANW |
Palo Alto Networks Inc
|
3,356 | $1,144,463 |
All Filings in NET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,463 | 2,709 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||