Position in NET
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$648,520
+$123,592 QoQ
Shares Held
2,644
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
9 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, 2026GILL CAPITAL PARTNERS, LLC holds $4,067,875 across 19 Software - Infrastructure names. NET ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,098 | $2,647,695 | |
| 2 | NET |
Cloudflare, Inc.
This page
|
2,644 | $648,520 | |
| 3 | ORCL |
Oracle Corp
|
2,008 | $294,272 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,625 | $189,588 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
660 | $125,918 | |
| 6 | AKAM |
Akamai Technologies Inc
|
621 | $73,408 | |
| 7 | PANW |
Palo Alto Networks Inc
|
104 | $35,466 | |
| 8 | BOX |
Box Inc
|
525 | $13,933 |
All Filings in NET
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,520 | 2,644 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $524,928 | 2,544 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $501,549 | 2,544 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $545,916 | 2,544 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $498,191 | 2,544 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $311,137 | 2,761 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $288,797 | 2,682 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $216,946 | 2,682 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $221,321 | 2,672 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||