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TREMBLANT CAPITAL GROUP

Position in NET — Cloudflare, Inc.

CIK 1353312 WEST PALM BEACH, FL

Position in NET

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$94,431,083
+$33,724,205 QoQ
Shares Held
384,993
+30.9% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#83
of 1,214 holders
Holding Since
Dec 2025
3 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

TREMBLANT CAPITAL GROUP holds $353,732,783 across 3 Software - Infrastructure names. NET ranks #3 (26.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 NET
Cloudflare, Inc.
This page
384,993 $94,431,083

All Filings in NET

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $94,431,083 384,993
2026-03-31 $60,706,878 294,208
2025-12-31 $36,891,693 187,125