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12 West Capital Management LP

Position in NET — Cloudflare, Inc.

CIK 1540531 NEW YORK, NY

Position in NET

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$21,665,700
-$10,864,050 QoQ
Shares Held
105,000
-36.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
3.66%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2020
24 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 Mar 31, 2026

12 West Capital Management LP holds $55,288,228 across 3 Software - Infrastructure names. NET ranks #2 (39.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 NET
Cloudflare, Inc.
This page
105,000 $21,665,700

All Filings in NET

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24 filing rows on record
Report Date Value (USD) Shares
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