TREMBLANT CAPITAL GROUP

Position in NET — Cloudflare, Inc.

CIK 1353312 WEST PALM BEACH, FL

Position in NET

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

Position Value

$60,706,878

+$23,815,185 QoQ

Shares Held

294,208

+57.2% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

1.97%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

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

Technology · as of Mar 31, 2026

TREMBLANT CAPITAL GROUP holds $283,940,585 across 4 Software - Infrastructure names. NET ranks #4 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	504,694	$80,912,542
2	VRNS	Varonis Systems Inc	3,579,668	$76,855,471
3	MDB	MongoDB, Inc.	267,458	$65,465,694
4	NET	Cloudflare, Inc. This page	294,208	$60,706,878

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$60,706,878	294,208	+57.2%	Shares	Sole	2026-05-15
2025-12-31	$36,891,693	187,125	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.