SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Position in NET — Cloudflare, Inc.
CIK 1638555
Boston, MA
Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,284,720
+$22,284,720 QoQ
Shares Held
108,000
Ownership
0.031%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$4,126,800
PutShares
20,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC holds $261,354,847 across 10 Software - Infrastructure names. NET ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCN |
DigitalOcean Holdings, Inc.
|
937,147 | $80,388,469 | |
| 2 | AKAM |
Akamai Technologies Inc
|
583,000 | $66,957,550 | |
| 3 | IOT |
Samsara Inc.
|
1,288,431 | $40,830,378 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
108,000 | $22,284,720 | |
| 5 | MDB |
MongoDB, Inc.
|
50,000 | $12,238,500 | |
| 6 | AEVA |
Aeva Technologies, Inc.
|
920,000 | $12,107,200 | |
| 7 | RBRK |
Rubrik, Inc.
|
200,000 | $9,794,000 | |
| 8 | FFIV |
F5, Inc.
|
23,000 | $6,654,590 |
All Filings in NET
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,126,800 | 20,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $22,284,720 | 108,000 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $11,269,000 | 100,000 | Put | Sole | 2025-05-15 | |
| 2024-03-31 | $23,239,200 | 240,000 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $2,323,920 | 24,000 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $16,015,650 | 245,000 | Call | Sole | 2023-08-14 | |
| 2022-06-30 | $2,178,750 | 49,800 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $16,159,500 | 135,000 | Call | Sole | 2022-05-16 | |
| 2021-06-30 | $3,704,400 | 35,000 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $5,292,000 | 50,000 | Put | Sole | 2021-08-16 | |
| 2020-03-31 | $2,510,012 | 106,900 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $1,408,800 | 60,000 | Put | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||