Graham Capital Management, L.P.

Position in NET — Cloudflare, Inc.

CIK 1315421 ROWAYTON, CT

Position in NET

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$14,217,445

+$13,284,532 QoQ

Shares Held

68,903

+1356.1% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Graham Capital Management, L.P. holds $82,550,107 across 35 Software - Infrastructure names. NET ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKTA	Okta, Inc.	200,305	$15,766,006
2	NET	Cloudflare, Inc. This page	68,903	$14,217,445
3	MSFT	Microsoft Corp	26,270	$9,724,365
4	PANW	Palo Alto Networks Inc	52,214	$8,370,948
5	MDB	MongoDB, Inc.	31,336	$7,670,112
6	VRSN	Verisign Inc/Ca	14,147	$3,513,548
7	TWLO	Twilio Inc	21,788	$2,741,366
8	ZS	Zscaler, Inc.	19,282	$2,705,071

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,217,445	68,903	+1356.1%	Shares	Sole	2026-05-15
2025-12-31	$932,913	4,732	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$1,012,650	4,719	+95.8%	Shares	Sole	2025-11-14
2025-06-30	$471,950	2,410	-55.5%	Shares	Sole	2025-08-14
2024-12-31	$583,517	5,419	-88.8%	Shares	Sole	2025-02-14
2024-09-30	$3,912,325	48,366	+315.7%	Shares	Sole	2024-11-14
2024-06-30	$963,727	11,635	-88.8%	Shares	Sole	2024-08-14
2024-03-31	$10,091,816	104,222	+36.4%	Shares	Sole	2024-05-15
2023-12-31	$6,359,981	76,387	+1173.8%	Shares	Sole	2024-02-14
2023-03-31	$369,775	5,997	-76.7%	Shares	Sole	2023-05-15
2022-12-31	$1,165,559	25,781	+443.2%	Shares	Sole	2023-02-14
2021-12-31	$624,099	4,746	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.