Graham Capital Management, L.P.

Position in NET — Cloudflare, Inc.

CIK 1315421 ROWAYTON, CT

Position in NET

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$12,076,851

-$2,140,594 QoQ

Shares Held

49,237

-28.5% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#254

of 1,214 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Graham Capital Management, L.P. holds $124,907,660 across 39 Software - Infrastructure names. NET ranks #4 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XYZ	Block, Inc.	318,609	$24,214,284
2	PANW	Palo Alto Networks Inc	67,110	$22,885,852
3	OKTA	Okta, Inc.	114,400	$15,609,880
4	NET	Cloudflare, Inc. This page	49,237	$12,076,851
5	MDB	MongoDB, Inc.	33,561	$11,273,139
6	MSFT	Microsoft Corp	22,479	$8,385,116
7	TWLO	Twilio Inc	39,388	$8,126,926
8	VRSN	Verisign Inc/Ca	9,213	$2,317,622

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,076,851	49,237	-28.5%	Shares	Sole	2026-08-14
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.