Parkwood LLC

Position in NET — Cloudflare, Inc.

CIK 1597823 CLEVELAND, OH

Position in NET

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$22,697,400

+$1,796,740 QoQ

Shares Held

110,000

+3.8% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

2.65%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Parkwood LLC holds $54,117,148 across 5 Software - Infrastructure names. NET ranks #1 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NET	Cloudflare, Inc. This page	110,000	$22,697,400
2	AEVA	Aeva Technologies, Inc.	1,260,627	$16,589,851
3	CORZ	Core Scientific, Inc./tx	760,000	$11,369,600
4	CRWD	CrowdStrike Holdings, Inc.	25,702	$2,508,579
5	CRWV	CoreWeave, Inc.	12,285	$951,718

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,697,400	110,000	+3.8%	Shares	Sole	2026-05-15
2025-12-31	$20,900,660	106,014	+20.8%	Shares	Sole	2026-02-17
2025-09-30	$18,830,272	87,750	+1054.3%	Shares	Sole	2025-11-14
2024-03-31	$736,101	7,602	+122.1%	Shares	Sole	2024-05-15
2023-12-31	$284,998	3,423	-50.0%	Shares	Sole	2024-02-14
2023-09-30	$431,445	6,844	-38.4%	Shares	Sole	2023-11-14
2023-06-30	$725,999	11,106	+55.2%	Shares	Sole	2023-08-14
2023-03-31	$441,300	7,157	-28.6%	Shares	Sole	2023-05-15
2022-12-31	$453,365	10,028	+39.5%	Shares	Sole	2023-02-14
2022-09-30	$397,512	7,187	-39.3%	Shares	Sole	2022-11-14
2022-06-30	$518,043	11,841	+226.2%	Shares	Sole	2022-08-16
2022-03-31	$434,511	3,630	+119.1%	Shares	Sole	2022-05-13
2021-12-31	$217,895	1,657	-67.4%	Shares	Sole	2022-02-11
2021-09-30	$572,262	5,080	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.