Contour Asset Management LLC

Position in NET — Cloudflare, Inc.

CIK 1510669 NEW YORK, NY

Position in NET

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

Position Value

$34,571,234

New position

Shares Held

140,946

first reported quarter

Ownership

0.040%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#150

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

Contour Asset Management LLC holds $767,949,365 across 4 Software - Infrastructure names. NET ranks #3 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XYZ	Block, Inc.	8,246,473	$626,731,948
2	ZETA	Zeta Global Holdings Corp.	4,207,812	$82,809,739
3	NET	Cloudflare, Inc. This page	140,946	$34,571,234
4	NTAP	NetApp, Inc.	154,022	$23,836,444

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,571,234	140,946	—	Shares	Defined	2026-08-14
No filing history on record for this holder in this stock.