South Street Advisors LLC

Position in NET — Cloudflare, Inc.

CIK 1399706 New York, NY

Position in NET

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$225,167

New position

Shares Held

918

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#954

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

South Street Advisors LLC holds $16,670,529 across 5 Software - Infrastructure names. NET ranks #5 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	40,785	$15,213,620
2	PLTR	Palantir Technologies Inc.	4,600	$536,682
3	FTNT	Fortinet, Inc.	2,500	$384,050
4	PANW	Palo Alto Networks Inc	912	$311,010
5	NET	Cloudflare, Inc. This page	918	$225,167

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,167	918	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.