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Archon Partners LLC

Position in NET — Cloudflare, Inc.

CIK 1454424 Princeton Junction, NJ

Position in NET

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$9,811,200
-$505,800 QoQ
Shares Held
40,000
-20.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#280
of 1,217 holders
Holding Since
Dec 2024
7 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

Archon Partners LLC holds $59,526,240 across 3 Software - Infrastructure names. NET ranks #3 (16.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 NET
Cloudflare, Inc.
This page
40,000 $9,811,200

All Filings in NET

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,811,200 40,000
2026-03-31 $10,317,000 50,000
2025-12-31 $9,857,500 50,000
2025-09-30 $11,802,450 55,000
2025-06-30 $10,770,650 55,000
2025-03-31 $6,197,950 55,000
2024-12-31 $5,707,040 53,000