Lombard Odier Asset Management (Switzerland) SA
Position in NET — Cloudflare, Inc.
CIK 1535660
PETIT-LANCY, V8
Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,743,456
+$507,556 QoQ
Shares Held
11,185
+3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#458
of 1,214 holders
Holding Since
Mar 2021
6 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, 2026Lombard Odier Asset Management (Switzerland) SA holds $197,684,044 across 18 Software - Infrastructure names. NET ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
356,157 | $132,853,684 | |
| 2 | PANW |
Palo Alto Networks Inc
|
43,368 | $14,789,355 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
106,236 | $12,394,554 | |
| 4 | ORCL |
Oracle Corp
|
79,561 | $11,659,664 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
47,624 | $9,085,944 | |
| 6 | FTNT |
Fortinet, Inc.
|
21,553 | $3,310,971 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
11,185 | $2,743,456 | |
| 8 | SNPS |
Synopsys Inc
|
5,809 | $2,591,220 |
All Filings in NET
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,743,456 | 11,185 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,235,900 | 10,836 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,978,597 | 10,036 | Shares | Other | 2026-02-17 | |
| 2021-12-31 | $215,265 | 1,637 | Shares | Other | 2022-02-14 | |
| 2021-06-30 | $201,731 | 1,906 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $371,183 | 5,283 | Shares | Other | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||