Holocene Advisors, LP

Position in NET — Cloudflare, Inc.

CIK 1700574 New York, NY

Position in NET

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$21,487,754

+$19,741,499 QoQ

Shares Held

87,605

+935.2% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#194

of 1,214 holders

Holding Since

Sep 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Holocene Advisors, LP holds $2,548,772,348 across 24 Software - Infrastructure names. NET ranks #10 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	4,277,000	$1,595,406,540
2	PLTR	Palantir Technologies Inc.	2,734,000	$318,975,780
3	VRSN	Verisign Inc/Ca	496,573	$124,917,903
4	CRWD	CrowdStrike Holdings, Inc.	554,580	$105,805,545
5	PANW	Palo Alto Networks Inc	295,304	$100,704,570
6	OKTA	Okta, Inc.	635,447	$86,706,743
7	FTNT	Fortinet, Inc.	563,000	$86,488,060
8	RBRK	Rubrik, Inc.	525,000	$42,147,000

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,487,754	87,605	+935.2%	Shares	Sole	2026-08-14
2026-03-31	$1,746,255	8,463	-70.2%	Shares	Sole	2026-05-15
2025-12-31	$5,601,425	28,412	-95.5%	Shares	Sole	2026-02-17
2024-09-30	$50,773,763	627,689	-18.3%	Shares	Sole	2024-11-14
2024-06-30	$63,598,282	767,817	+748.6%	Shares	Sole	2024-08-14
2024-03-31	$8,761,372	90,482	-33.3%	Shares	Sole	2024-05-15
2023-09-30	$8,550,997	135,644	+686.7%	Shares	Sole	2023-11-14
2021-09-30	$1,942,311	17,242	-97.2%	Shares	Sole	2021-11-15
2020-12-31	$46,722,223	614,847	-80.5%	Shares	Sole	2021-02-16
2020-09-30	$129,244,151	3,147,690	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.