Bedell Frazier Investment Counselling, LLC

Position in NET — Cloudflare, Inc.

CIK 1388142 Walnut Creek, CA

Position in NET

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

Position Value

$255,448

+$13,348 QoQ

Shares Held

1,238

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Bedell Frazier Investment Counselling, LLC holds $17,914,826 across 4 Software - Infrastructure names. NET ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	31,182	$11,542,640
2	CRWD	CrowdStrike Holdings, Inc.	49,728	$4,853,577
3	PANW	Palo Alto Networks Inc	7,879	$1,263,161
4	NET	Cloudflare, Inc. This page	1,238	$255,448

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$255,448	1,238	+0.8%	Shares	Sole	2026-05-15
2025-12-31	$242,100	1,228	+13.3%	Shares	Sole	2026-02-17
2025-09-30	$232,615	1,084	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.