Internet Fund reported 79 holdings worth US$15.3M as of Jun 30, 2026 (Form N-PORT)
As of Jun 30, 2026 · Filed Aug 28, 2026
Internet Fund reported 79 holdings worth US$15.3M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Amazon.com, Inc. and Meta Platforms, Inc. Filed Aug 28, 2026 (Form N-PORT).
- Holdings
- 79
- Value as reported
- US$15.3M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 3,399 | US$1.21M | 7.9% |
| Amazon.com, Inc. | 3,763 | US$897K | 5.8% |
| Meta Platforms, Inc. | 1,197 | US$674K | 4.4% |
| Cisco Systems, Inc. | 5,202 | US$611K | 4.0% |
| Netflix, Inc. | 6,997 | US$500K | 3.3% |
| Arista Networks, Inc. | 2,481 | US$421K | 2.7% |
| Uber Technologies, Inc. | 5,243 | US$378K | 2.5% |
| Booking Holdings Inc. Common Stock | 2,103 | US$375K | 2.4% |
| Salesforce, Inc. | 2,133 | US$334K | 2.2% |
| Datadog, Inc. | 1,171 | US$305K | 2.0% |
| Airbnb, Inc. | 2,045 | US$293K | 1.9% |
| Cloudflare, Inc. | 1,183 | US$290K | 1.9% |
| Doordash, Inc. | 1,558 | US$287K | 1.9% |
| Snowflake Inc. | 1,128 | US$287K | 1.9% |
| Shopify Inc. | 2,397 | US$274K | 1.8% |
| Adobe Inc. | 1,330 | US$273K | 1.8% |
| Ciena Corporation | 542 | US$266K | 1.7% |
| Motorola Solutions, Inc. | 611 | US$254K | 1.7% |
| Lumentum Holdings Inc. | 283 | US$243K | 1.6% |
| Mercadolibre, Inc. | 136 | US$231K | 1.5% |
| Take-two Interactive Software, Inc. | 879 | US$220K | 1.4% |
| Electronic Arts Inc. | 1,063 | US$218K | 1.4% |
| Ebay Inc. | 1,921 | US$215K | 1.4% |
| Roblox Corporation | 3,812 | US$207K | 1.4% |
| Coreweave, Inc. | 1,991 | US$198K | 1.3% |
| Paypal Holdings, Inc. | 4,482 | US$194K | 1.3% |
| Expedia Group, Inc. | 704 | US$180K | 1.2% |
| Reddit, Inc. | 1,014 | US$176K | 1.1% |
| Twilio Inc. | 831 | US$171K | 1.1% |
| Veeva Systems Inc. | 924 | US$164K | 1.1% |
| Workday, Inc. | 1,332 | US$163K | 1.1% |
| Coupang, Inc. | 9,229 | US$160K | 1.0% |
| Okta, Inc. | 1,167 | US$159K | 1.0% |
| Mongodb, Inc. | 451 | US$151K | 0.99% |
| F5, Inc. | 364 | US$151K | 0.99% |
| Spotify Technology S.a. | 325 | US$149K | 0.97% |
| Zoom Communications, Inc. | 1,709 | US$148K | 0.96% |
| Roku, Inc. | 1,061 | US$147K | 0.96% |
| Verisign, Inc. | 524 | US$132K | 0.86% |
| Akamai Technologies, Inc. | 1,005 | US$119K | 0.77% |
| Nutanix, Inc. | 2,284 | US$116K | 0.76% |
| Wix.com Ltd. | 2,512 | US$114K | 0.74% |
| Wayfair Inc. | 1,204 | US$111K | 0.73% |
| Viasat, Inc. | 1,237 | US$111K | 0.72% |
| Godaddy Inc. | 1,297 | US$110K | 0.72% |
| Nokia Oyj | 8,314 | US$110K | 0.72% |
| Pinterest, Inc. | 4,848 | US$102K | 0.66% |
| Viavi Solutions Inc. | 2,118 | US$101K | 0.66% |
| Applied Optoelectronics, Inc. | 662 | US$98,082 | 0.64% |
| Costar Group, Inc. | 3,458 | US$97,931 | 0.64% |
| Draftkings Inc. | 3,839 | US$96,973 | 0.63% |
| Match Group, Inc. | 2,509 | US$95,467 | 0.62% |
| Telefonaktiebolaget Lm Ericsson Class A | 8,493 | US$94,909 | 0.62% |
| Trip.com Group Ltd. | 2,319 | US$92,070 | 0.60% |
| Chewy, Inc. | 4,564 | US$89,683 | 0.58% |
| Applied Digital Corporation | 2,391 | US$89,184 | 0.58% |
| Docusign, Inc. | 1,985 | US$88,174 | 0.58% |
| Etsy, Inc. | 1,086 | US$81,808 | 0.53% |
| Zillow Group, Inc. | 2,508 | US$79,052 | 0.52% |
| Dropbox, Inc. | 2,733 | US$75,076 | 0.49% |
| Digitalocean Holdings, Inc. | 475 | US$74,589 | 0.49% |
| Lyft, Inc. | 5,032 | US$73,518 | 0.48% |
| Snap Inc. | 15,341 | US$68,114 | 0.44% |
| Extreme Networks, Inc. | 1,916 | US$62,021 | 0.40% |
| Iac Inc. | 1,291 | US$59,593 | 0.39% |
| Box, Inc. | 2,232 | US$59,237 | 0.39% |
| Cargurus, Inc. | 1,703 | US$58,055 | 0.38% |
| Ondas Inc | 6,781 | US$55,875 | 0.36% |
| Netscout Systems, Inc. | 1,225 | US$53,349 | 0.35% |
| Vistance Networks, Inc. | 3,907 | US$49,931 | 0.33% |
| Fastly, Inc. | 2,680 | US$49,205 | 0.32% |
| Ziff Davis, Inc. | 860 | US$45,038 | 0.29% |
| Tripadvisor, Inc. | 2,966 | US$40,664 | 0.27% |
| Teladoc Health, Inc. | 4,701 | US$39,864 | 0.26% |
| Paylocity Holding Corporation | 380 | US$39,721 | 0.26% |
| Trump Media & Technology Group Corp. | 4,229 | US$32,732 | 0.21% |
| Zoominfo Technologies Inc. | 7,713 | US$22,599 | 0.15% |
| Grindr Inc. | 1,447 | US$20,793 | 0.14% |
| Bumble Inc. | 4,410 | US$14,112 | 0.09% |