Daiwa Securities Group Inc.
Broker-DealerPosition in NET — Cloudflare, Inc.
CIK 1481045
CHIYODA-KU,TOKYO, M0
Position in NET
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$114,870,509
+$105,816,724 QoQ
Shares Held
468,324
+967.3% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#71
of 1,214 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$12,000
PutShares
20,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Daiwa Securities Group Inc. holds $4,948,273,826 across 34 Software - Infrastructure names. NET ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
9,026,988 | $3,367,247,063 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
7,340,143 | $856,374,482 | |
| 3 | ORCL |
Oracle Corp
|
1,732,173 | $253,849,953 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
468,324 | $114,870,509 | |
| 5 | PANW |
Palo Alto Networks Inc
|
234,314 | $79,905,759 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
325,380 | $62,077,623 | |
| 7 | IOT |
Samsara Inc.
|
1,605,218 | $52,057,219 | |
| 8 | SNPS |
Synopsys Inc
|
85,304 | $38,051,555 |
All Filings in NET
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,870,509 | 468,324 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $9,053,785 | 43,878 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $12,000 | 20,000 | Put | Defined | 2026-05-13 | |
| 2025-12-31 | $9,210,058 | 46,716 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,028,251 | 32,752 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,905,933 | 25,052 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,778,033 | 24,652 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,536,079 | 23,552 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,840,409 | 22,752 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,694,039 | 20,452 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,883,537 | 19,452 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,469,705 | 17,652 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,062,350 | 16,852 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,062,393 | 16,252 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,002,653 | 16,261 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $629,549 | 13,925 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $742,536 | 13,425 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $569,843 | 13,025 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,560,169 | 13,034 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,556,171 | 11,834 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,288,040 | 11,434 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,151,962 | 10,884 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $673,371 | 9,584 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $549,407 | 7,230 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||