Position in NET
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$94,373,687
+$11,456,165 QoQ
Shares Held
384,759
-4.3% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
3.13%
of 13F equity value
Holder Rank
#84
of 1,214 holders
Holding Since
Mar 2022
18 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, 2026PEREGRINE CAPITAL MANAGEMENT LLC holds $211,420,590 across 11 Software - Infrastructure names. NET ranks #1 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
This page
|
384,759 | $94,373,687 | |
| 2 | SNPS |
Synopsys Inc
|
51,940 | $23,168,875 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
468,764 | $22,358,284 | |
| 4 | DOCN |
DigitalOcean Holdings, Inc.
|
120,159 | $18,868,567 | |
| 5 | VRNS |
Varonis Systems Inc
|
279,309 | $11,719,805 | |
| 6 | ZETA |
Zeta Global Holdings Corp.
|
523,528 | $10,303,031 | |
| 7 | NTNX |
Nutanix, Inc.
|
181,974 | $9,273,395 | |
| 8 | AVPT |
AvePoint, Inc.
|
680,576 | $7,629,256 |
All Filings in NET
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,373,687 | 384,759 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $82,917,522 | 401,849 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $84,445,456 | 428,331 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $102,539,256 | 477,838 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $117,841,289 | 601,753 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $71,764,034 | 636,827 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $71,249,917 | 661,682 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $53,322,607 | 659,199 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $55,077,394 | 664,945 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $53,140,981 | 548,807 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $46,450,171 | 557,893 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $36,505,581 | 579,086 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $37,872,697 | 579,359 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $32,567,393 | 528,177 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $23,707,491 | 524,386 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $28,611,807 | 517,299 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $22,847,256 | 522,223 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $44,355,074 | 370,552 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||