Internet Fund reported 79 holdings worth US$5.6M as of Jun 30, 2026 (Form N-PORT)
As of Jun 30, 2026 · Filed Aug 21, 2026
Internet Fund reported 79 holdings worth US$5.6M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Amazon.com, Inc. and Meta Platforms, Inc. Filed Aug 21, 2026 (Form N-PORT).
- Holdings
- 79
- Value as reported
- US$5.6M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 1,242 | US$444K | 7.9% |
| Amazon.com, Inc. | 1,375 | US$328K | 5.9% |
| Meta Platforms, Inc. | 437 | US$246K | 4.4% |
| Cisco Systems, Inc. | 1,901 | US$223K | 4.0% |
| Netflix, Inc. | 2,557 | US$183K | 3.3% |
| Arista Networks, Inc. | 906 | US$154K | 2.7% |
| Uber Technologies, Inc. | 1,915 | US$138K | 2.5% |
| Booking Holdings Inc. Common Stock | 769 | US$137K | 2.4% |
| Salesforce, Inc. | 779 | US$122K | 2.2% |
| Datadog, Inc. | 427 | US$111K | 2.0% |
| Airbnb, Inc. | 748 | US$107K | 1.9% |
| Cloudflare, Inc. | 432 | US$106K | 1.9% |
| Doordash, Inc. | 570 | US$105K | 1.9% |
| Snowflake Inc. | 412 | US$105K | 1.9% |
| Shopify Inc. | 876 | US$100K | 1.8% |
| Adobe Inc. | 487 | US$99,845 | 1.8% |
| Ciena Corporation | 198 | US$97,131 | 1.7% |
| Motorola Solutions, Inc. | 223 | US$92,610 | 1.7% |
| Lumentum Holdings Inc. | 104 | US$89,238 | 1.6% |
| Mercadolibre, Inc. | 50 | US$84,870 | 1.5% |
| Take-two Interactive Software, Inc. | 322 | US$80,494 | 1.4% |
| Ebay Inc. | 703 | US$78,560 | 1.4% |
| Roblox Corporation | 1,394 | US$75,806 | 1.4% |
| Paypal Holdings, Inc. | 1,638 | US$70,729 | 1.3% |
| Electronic Arts Inc. | 337 | US$69,098 | 1.2% |
| Expedia Group, Inc. | 257 | US$65,761 | 1.2% |
| Reddit, Inc. | 371 | US$64,398 | 1.2% |
| Coreweave, Inc. | 643 | US$64,004 | 1.1% |
| Twilio Inc. | 303 | US$62,518 | 1.1% |
| Veeva Systems Inc. | 338 | US$59,985 | 1.1% |
| Workday, Inc. | 486 | US$59,496 | 1.1% |
| Coupang, Inc. | 3,371 | US$58,554 | 1.0% |
| Okta, Inc. | 427 | US$58,264 | 1.0% |
| Mongodb, Inc. | 165 | US$55,424 | 0.99% |
| F5, Inc. | 133 | US$55,323 | 0.99% |
| Spotify Technology S.a. | 119 | US$54,636 | 0.98% |
| Zoom Communications, Inc. | 624 | US$53,857 | 0.96% |
| Roku, Inc. | 389 | US$53,736 | 0.96% |
| Verisign, Inc. | 191 | US$48,048 | 0.86% |
| Akamai Technologies, Inc. | 367 | US$43,383 | 0.77% |
| Nutanix, Inc. | 835 | US$42,552 | 0.76% |
| Wix.com Ltd. | 919 | US$41,695 | 0.74% |
| Wayfair Inc. | 439 | US$40,572 | 0.72% |
| Viasat, Inc. | 451 | US$40,504 | 0.72% |
| Godaddy Inc. | 474 | US$40,233 | 0.72% |
| Nokia Oyj | 3,039 | US$40,225 | 0.72% |
| Pinterest, Inc. | 1,772 | US$37,265 | 0.67% |
| Viavi Solutions Inc. | 775 | US$37,006 | 0.66% |
| Applied Optoelectronics, Inc. | 242 | US$35,855 | 0.64% |
| Costar Group, Inc. | 1,263 | US$35,768 | 0.64% |
| Draftkings Inc. | 1,402 | US$35,415 | 0.63% |
| Match Group, Inc. | 918 | US$34,930 | 0.62% |
| Telefonaktiebolaget Lm Ericsson Class A | 3,103 | US$34,677 | 0.62% |
| Trip.com Group Ltd. | 847 | US$33,625 | 0.60% |
| Chewy, Inc. | 1,668 | US$32,776 | 0.59% |
| Applied Digital Corporation | 873 | US$32,563 | 0.58% |
| Docusign, Inc. | 726 | US$32,249 | 0.58% |
| Etsy, Inc. | 398 | US$29,981 | 0.54% |
| Zillow Group, Inc. | 916 | US$28,872 | 0.52% |
| Dropbox, Inc. | 999 | US$27,443 | 0.49% |
| Digitalocean Holdings, Inc. | 173 | US$27,166 | 0.49% |
| Lyft, Inc. | 1,839 | US$26,868 | 0.48% |
| Snap Inc. | 5,607 | US$24,895 | 0.44% |
| Extreme Networks, Inc. | 700 | US$22,659 | 0.40% |
| Box, Inc. | 815 | US$21,630 | 0.39% |
| Cargurus, Inc. | 623 | US$21,238 | 0.38% |
| Ondas Inc | 2,479 | US$20,427 | 0.36% |
| Iac Inc. | 433 | US$19,987 | 0.36% |
| Netscout Systems, Inc. | 448 | US$19,510 | 0.35% |
| Vistance Networks, Inc. | 1,428 | US$18,250 | 0.33% |
| Fastly, Inc. | 979 | US$17,974 | 0.32% |
| Ziff Davis, Inc. | 314 | US$16,444 | 0.29% |
| Tripadvisor, Inc. | 1,084 | US$14,862 | 0.27% |
| Teladoc Health, Inc. | 1,717 | US$14,560 | 0.26% |
| Paylocity Holding Corporation | 139 | US$14,530 | 0.26% |
| Trump Media & Technology Group Corp. | 1,546 | US$11,966 | 0.21% |
| Zoominfo Technologies Inc. | 2,818 | US$8,257 | 0.15% |
| Grindr Inc. | 529 | US$7,602 | 0.14% |
| Bumble Inc. | 1,467 | US$4,694 | 0.08% |