Gerber Kawasaki Wealth & Investment Management
Position in NET — Cloudflare, Inc.
CIK 1666736
SANTA MONICA, CA
Position in NET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$681,142
+$51,599 QoQ
Shares Held
2,777
-9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#700
of 1,210 holders
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Gerber Kawasaki Wealth & Investment Management holds $85,888,613 across 10 Software - Infrastructure names. NET ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
160,066 | $59,707,819 | |
| 2 | PANW |
Palo Alto Networks Inc
|
20,715 | $7,064,229 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
33,404 | $6,372,982 | |
| 4 | NTNX |
Nutanix, Inc.
|
100,135 | $5,102,879 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
38,183 | $4,454,810 | |
| 6 | ORCL |
Oracle Corp
|
9,011 | $1,320,562 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
2,777 | $681,142 | |
| 8 | IOT |
Samsara Inc.
|
20,092 | $651,583 |
All Filings in NET
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,142 | 2,777 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $629,543 | 3,051 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $766,124 | 3,886 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $996,126 | 4,642 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $895,138 | 4,571 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $490,201 | 4,350 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $483,698 | 4,492 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $309,161 | 3,822 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $381,929 | 4,611 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $350,911 | 3,624 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $236,791 | 2,844 | Shares | Sole | 2024-02-13 | |
| 2021-09-30 | $155,569 | 1,381 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||