TOBAM

Position in NET — Cloudflare, Inc.

CIK 1527488 PARIS, I0

Position in NET

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$49,546

-$6,986 QoQ

Shares Held

202

-61.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,050

of 1,214 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

TOBAM holds $21,549,932 across 10 Software - Infrastructure names. NET ranks #10 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	18,700	$6,975,474
2	ORCL	Oracle Corp	30,563	$4,479,007
3	GDDY	GoDaddy Inc.	50,121	$4,254,270
4	FTNT	Fortinet, Inc.	19,866	$3,051,814
5	NTAP	NetApp, Inc.	7,994	$1,237,151
6	CRWD	CrowdStrike Holdings, Inc.	4,304	$821,138
7	XYZ	Block, Inc.	4,349	$330,524
8	TWLO	Twilio Inc	910	$187,760

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,546	202	-61.5%	Shares	Sole	2026-07-31
2024-12-31	$56,532	525	-43.6%	Shares	Sole	2025-01-28
2024-09-30	$75,308	931	-42.5%	Shares	Sole	2024-10-09
2023-09-30	$102,061	1,619	+47.7%	Shares	Sole	2023-10-31
2023-06-30	$71,645	1,096	-80.9%	Shares	Sole	2023-07-31
2022-06-30	$251,650	5,752	-12.4%	Shares	Sole	2022-08-02
2022-03-31	$785,830	6,565	-95.6%	Shares	Sole	2022-04-25
2021-12-31	$19,621,772	149,215	-46.2%	Shares	Sole	2022-02-15
2021-09-30	$31,214,639	277,094	-22.5%	Shares	Sole	2021-11-12
2021-06-30	$37,827,321	357,401	-21.0%	Shares	Sole	2021-08-11
2021-03-31	$31,802,907	452,646	+142.2%	Shares	Sole	2021-05-11
2020-12-31	$14,203,974	186,919	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.