Position in NET
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$543,049
+$265,729 QoQ
Shares Held
2,214
+64.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#743
of 1,214 holders
Holding Since
Mar 2025
6 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, 2026PINNACLE ASSOCIATES LTD holds $314,079,920 across 20 Software - Infrastructure names. NET ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
435,694 | $162,522,575 | |
| 2 | ORCL |
Oracle Corp
|
226,542 | $33,199,730 | |
| 3 | PANW |
Palo Alto Networks Inc
|
79,799 | $27,213,054 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
102,500 | $19,555,462 | |
| 5 | TENB |
Tenable Holdings, Inc.
|
500,510 | $18,458,808 | |
| 6 | AIOT |
Powerfleet, Inc.
|
3,984,734 | $15,261,531 | |
| 7 | TLS |
Telos Corp
|
2,228,740 | $10,252,204 | |
| 8 | INFQ |
Infleqtion, Inc.
|
734,580 | $9,784,605 |
All Filings in NET
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,049 | 2,214 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $277,320 | 1,344 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $543,148 | 2,755 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $476,175 | 2,219 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $453,933 | 2,318 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $287,021 | 2,547 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||