Position in NET
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,001,232
-$178,620 QoQ
Shares Held
4,082
-28.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#636
of 1,214 holders
Holding Since
Dec 2020
20 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, 2026HIGHLAND CAPITAL MANAGEMENT, LLC holds $126,487,500 across 10 Software - Infrastructure names. NET ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
264,734 | $98,751,076 | |
| 2 | AKAM |
Akamai Technologies Inc
|
45,935 | $5,429,976 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
106,440 | $5,076,788 | |
| 4 | FFIV |
F5, Inc.
|
11,555 | $4,806,417 | |
| 5 | ORCL |
Oracle Corp
|
31,591 | $4,629,661 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
36,172 | $4,220,187 | |
| 7 | RBRK |
Rubrik, Inc.
|
26,066 | $2,092,578 | |
| 8 | NET |
Cloudflare, Inc.
This page
|
4,082 | $1,001,232 |
All Filings in NET
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,001,232 | 4,082 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,179,852 | 5,718 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,136,766 | 5,766 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,442,881 | 16,044 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,338,901 | 17,050 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,864,005 | 16,541 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $559,936 | 5,200 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,628,720 | 20,135 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,715,326 | 20,709 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,303,198 | 23,786 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,976,342 | 23,737 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,493,984 | 23,699 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,571,364 | 24,038 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,177,459 | 19,096 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,810,479 | 40,046 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,406,643 | 25,432 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $479,325 | 10,956 | Shares | Sole | 2022-07-14 | |
| 2021-06-30 | $3,220,076 | 30,424 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,213,681 | 31,507 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,582,719 | 20,828 | Shares | Sole | 2021-01-21 | |
| No filing history on record for this holder in this stock. | ||||||