Position in NET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,609,282
New position
Shares Held
6,561
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#553
of 1,210 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 23%
Shared 0%
None 77%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026VEGA INVESTMENT SOLUTIONS holds $30,694,818 across 10 Software - Infrastructure names. NET ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
42,076 | $15,695,189 | |
| 2 | PANW |
Palo Alto Networks Inc
|
21,991 | $7,499,370 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
14,404 | $2,748,067 | |
| 4 | ORCL |
Oracle Corp
|
11,273 | $1,652,058 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
6,561 | $1,609,282 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
6,288 | $733,620 | |
| 7 | AKAM |
Akamai Technologies Inc
|
3,090 | $365,268 | |
| 8 | ZS |
Zscaler, Inc.
|
1,225 | $172,908 |
All Filings in NET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,609,282 | 6,561 | Shares | Defined | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||