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VIKING FUND MANAGEMENT LLC

Position in NET — Cloudflare, Inc.

CIK 1169069 MINOT, ND

Position in NET

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$5,150,880
+$817,740 QoQ
Shares Held
21,000
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#350
of 1,214 holders
Holding Since
Jun 2024
9 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, 2026

VIKING FUND MANAGEMENT LLC holds $22,569,527 across 4 Software - Infrastructure names. NET ranks #2 (22.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 NET
Cloudflare, Inc.
This page
21,000 $5,150,880

All Filings in NET

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,150,880 21,000
2026-03-31 $4,333,140 21,000
2025-12-31 $4,140,150 21,000
2025-09-30 $4,506,390 21,000
2025-06-30 $4,112,430 21,000
2025-03-31 $2,366,490 21,000
2024-12-31 $2,261,280 21,000
2024-09-30 $1,698,690 21,000
2024-06-30 $1,739,430 21,000