Position in NET
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,095,100
-$4,446,873 QoQ
Shares Held
15,000
-60.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Mar 31, 2026CallValue
$19,705,470
CallShares
95,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Jefferies Financial Group Inc. holds $99,585,119 across 35 Software - Infrastructure names. NET ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
258,544 | $37,819,816 | |
| 2 | ORCL |
Oracle Corp
|
161,283 | $23,726,342 | |
| 3 | CRWV |
CoreWeave, Inc.
|
71,202 | $5,516,018 | |
| 4 | VRSN |
Verisign Inc/Ca
|
17,609 | $4,373,371 | |
| 5 | MSFT |
Microsoft Corp
|
11,759 | $4,352,829 | |
| 6 | NET |
Cloudflare, Inc.
This page
|
15,000 | $3,095,100 | |
| 7 | PGY |
Pagaya Technologies Ltd.
|
262,000 | $3,052,300 | |
| 8 | PANW |
Palo Alto Networks Inc
|
16,308 | $2,614,498 |
All Filings in NET
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,095,100 | 15,000 | Shares | Defined | 2026-05-08 | |
| 2026-03-31 | $19,705,470 | 95,500 | Call | Defined | 2026-05-08 | |
| 2025-12-31 | $7,541,973 | 38,255 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $661,366 | 3,082 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,371,640 | 47,856 | Shares | Defined | 2025-08-12 | |
| 2025-06-30 | $24,478,750 | 125,000 | Call | Defined | 2025-08-12 | |
| 2025-03-31 | $559,280 | 4,963 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $273,399 | 2,539 | Shares | Defined | 2025-02-27 | |
| 2023-12-31 | $468,837 | 5,631 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $758,119 | 12,026 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $14,184,000 | 225,000 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $542,571 | 8,300 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $223,630 | 3,421 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $4,275,198 | 65,400 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $616,600 | 10,000 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $553,768 | 8,981 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $457,525 | 10,120 | Shares | Defined | 2023-09-21 | |
| 2022-12-31 | $2,576,970 | 57,000 | Call | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||