Position in NET
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,235,475
New position
Shares Held
5,037
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#598
of 1,214 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Anchor Bay Capital, Inc. holds $4,996,369 across 9 Software - Infrastructure names. NET ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
8,717 | $3,251,615 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
5,037 | $1,235,475 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
2,212 | $422,016 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
220 | $25,667 | |
| 5 | PANW |
Palo Alto Networks Inc
|
65 | $22,166 | |
| 6 | FTNT |
Fortinet, Inc.
|
106 | $16,283 | |
| 7 | ORCL |
Oracle Corp
|
68 | $9,965 | |
| 8 | TOST |
Toast, Inc.
|
320 | $8,902 |
All Filings in NET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,235,475 | 5,037 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||