Position in NET
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$898,215
+$481,202 QoQ
Shares Held
3,662
+81.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#650
of 1,214 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Bull Harbor Capital LLC holds $25,923,085 across 21 Software - Infrastructure names. NET ranks #10 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,400 | $9,474,708 | |
| 2 | FTNT |
Fortinet, Inc.
|
12,910 | $1,983,234 | |
| 3 | VRSN |
Verisign Inc/Ca
|
7,288 | $1,833,369 | |
| 4 | NTNX |
Nutanix, Inc.
|
26,018 | $1,325,877 | |
| 5 | RBRK |
Rubrik, Inc.
|
15,249 | $1,224,189 | |
| 6 | SNPS |
Synopsys Inc
|
2,690 | $1,199,928 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
9,776 | $1,140,565 | |
| 8 | S |
SentinelOne, Inc.
|
61,919 | $1,050,765 |
All Filings in NET
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $898,215 | 3,662 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $417,013 | 2,021 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||