DISCOVERY CAPITAL MANAGEMENT, LLC / CT

Position in NET — Cloudflare, Inc.

CIK 1389507 SOUTH NORWALK, CT

Position in NET

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

Position Value

$2,681,400

New position

Shares Held

10,932

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#462

of 1,214 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

DISCOVERY CAPITAL MANAGEMENT, LLC / CT holds $8,813,744 across 3 Software - Infrastructure names. NET ranks #2 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	10,174	$3,469,537
2	NET	Cloudflare, Inc. This page	10,932	$2,681,400
3	RBRK	Rubrik, Inc.	33,169	$2,662,807

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,681,400	10,932	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.