Position in NTAP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,230,342
-$4,008,726 QoQ
Shares Held
7,950
-80.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#462
of 950 holders
Holding Since
Sep 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTAP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Neo Ivy Capital Management holds $19,221,965 across 17 Software - Infrastructure names. NTAP ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
42,493 | $4,957,658 | |
| 2 | PATH |
UiPath, Inc.
|
188,962 | $2,054,016 | |
| 3 | EEFT |
Euronet Worldwide, Inc.
|
24,743 | $1,810,940 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,875 | $1,321,452 | |
| 5 | NTAP |
NetApp, Inc.
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|
7,950 | $1,230,342 | |
| 6 | ATEN |
A10 Networks, Inc.
|
28,494 | $1,064,535 | |
| 7 | NTCT |
Netscout Systems Inc
|
22,157 | $964,937 | |
| 8 | XYZ |
Block, Inc.
|
12,093 | $919,068 |
All Filings in NTAP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,230,342 | 7,950 | Shares | Sole | 2026-08-14 | |
| 2024-06-30 | $5,239,068 | 40,676 | Shares | Sole | 2024-07-19 | |
| 2022-12-31 | $853,332 | 14,208 | Shares | Sole | 2023-03-27 | |
| 2022-03-31 | $73,704 | 888 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $144,903 | 1,771 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $232,369 | 3,508 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $188,906 | 4,309 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||