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Equibles

12 West Capital Management LP

Position in NET — Cloudflare, Inc.

CIK 1540531 NEW YORK, NY
Back to NET Full portfolio

Position in NET

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$25,754,400
+$4,088,700 QoQ
Shares Held
105,000
0.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
4.82%
of 13F equity value
Holder Rank
#175
of 1,219 holders
Holding Since
Jun 2020
25 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

12 West Capital Management LP holds $60,469,308 across 2 Software - Infrastructure names. NET ranks #2 (42.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TOST
Toast, Inc.
 1,247,840 $34,714,908
2 NET
Cloudflare, Inc.
This page 		105,000 $25,754,400

All Filings in NET

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $25,754,400 105,000
2026-03-31 $21,665,700 105,000
2025-12-31 $32,529,750 165,000
2025-09-30 $35,407,350 165,000
2025-06-30 $32,311,950 165,000
2025-03-31 $18,593,850 165,000
2024-12-31 $17,767,200 165,000
2024-09-30 $13,346,850 165,000
2024-06-30 $13,666,950 165,000
2024-03-31 $15,976,950 165,000
2023-12-31 $13,737,900 165,000
2023-09-30 $10,401,600 165,000
2023-06-30 $10,786,050 165,000
2023-03-31 $10,173,900 165,000
2022-12-31 $7,459,650 165,000
2022-09-30 $9,126,150 165,000
2022-06-30 $7,218,750 165,000
2022-03-31 $19,750,500 165,000
2021-12-31 $21,697,500 165,000
2021-09-30 $39,787,980 353,200
2021-06-30 $37,382,688 353,200
2021-03-31 $24,815,832 353,200
2020-12-31 $26,839,668 353,200
2020-09-30 $14,502,392 353,200
2020-06-30 $12,697,540 353,200