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Equibles

Jasper Ridge Partners, L.P.

Position in NET — Cloudflare, Inc.

CIK 1453381 MENLO PARK, CA
Back to NET Full portfolio

Position in NET

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$6,827,368
+$1,083,895 QoQ
Shares Held
27,835
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#309
of 1,219 holders
Holding Since
Jun 2020
25 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

Jasper Ridge Partners, L.P. holds $85,403,647 across 17 Software - Infrastructure names. NET ranks #3 (8.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 86,470 $32,255,039
2 PAYO
Payoneer Global Inc.
 3,141,320 $22,366,198
3 NET
Cloudflare, Inc.
This page 		27,835 $6,827,368
4 PANW
Palo Alto Networks Inc
 15,186 $5,178,729
5 OKTA
Okta, Inc.
 36,980 $5,045,921
6 CRWD
CrowdStrike Holdings, Inc.
 18,576 $3,544,022
7 TENB
Tenable Holdings, Inc.
 75,679 $2,791,041
8 MDB
MongoDB, Inc.
 5,946 $1,997,261

All Filings in NET

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,827,368 27,835
2026-03-31 $5,743,473 27,835
2025-12-31 $5,487,670 27,835
2025-09-30 $5,973,112 27,835
2025-06-30 $5,450,928 27,835
2025-03-31 $3,136,726 27,835
2024-12-31 $2,997,272 27,835
2024-09-30 $2,251,573 27,835
2024-06-30 $2,305,573 27,835
2024-03-31 $2,695,263 27,835
2023-12-31 $2,317,542 27,835
2023-09-30 $5,498,096 87,216
2023-06-30 $5,471,076 83,694
2023-03-31 $5,160,572 83,694
2022-12-31 $3,704,190 81,933
2022-09-30 $4,531,714 81,933
2022-06-30 $3,584,568 81,933
2022-03-31 $9,807,380 81,933
2021-12-31 $10,774,189 81,933
2021-09-30 $15,532,745 137,885
2021-06-30 $14,034,489 132,601
2021-03-31 $8,474,550 120,617
2020-12-31 $8,460,650 111,339
2020-09-30 $3,047,719 74,226
2020-06-30 $533,677 14,845