Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$220,752
+$35,046 QoQ
Shares Held
900
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#960
of 1,214 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Tripletail Wealth Management, LLC holds $5,049,670 across 11 Software - Infrastructure names. NET ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,385 | $1,635,692 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
7,488 | $1,428,598 | |
| 3 | PANW |
Palo Alto Networks Inc
|
3,610 | $1,231,082 | |
| 4 | CRWV |
CoreWeave, Inc.
|
2,525 | $251,338 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
900 | $220,752 | |
| 6 | AIOT |
Powerfleet, Inc.
|
21,070 | $80,698 | |
| 7 | ZS |
Zscaler, Inc.
|
500 | $70,575 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
492 | $57,401 |
All Filings in NET
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,752 | 900 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $185,706 | 900 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $181,378 | 920 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $197,422 | 920 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $207,971 | 1,062 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||