Valeo Financial Advisors, LLC

Position in NET — Cloudflare, Inc.

CIK 1722641 CARMEL, IN

Back to NET Full portfolio

Position in NET

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$332,844

+$295,045 QoQ

Shares Held

1,357

+152.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#851

of 1,214 holders

Holding Since

Mar 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Derivatives in NET

reported options exposure · as of Mar 31, 2021

CallValue

$42,156

CallShares

600

PutValue

PutShares

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 Jun 30, 2026

Valeo Financial Advisors, LLC holds $97,734,036 across 13 Software - Infrastructure names. NET ranks #9 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	179,265	$66,869,430
2	ORCL	Oracle Corp	80,686	$11,824,533
3	PANW	Palo Alto Networks Inc	23,089	$7,873,810
4	PLTR	Palantir Technologies Inc.	47,316	$5,520,357
5	CRWD	CrowdStrike Holdings, Inc.	36,984	$1,763,998
6	FTNT	Fortinet, Inc.	11,303	$1,736,366
7	NTAP	NetApp, Inc.	3,461	$535,624
8	TWLO	Twilio Inc	2,382	$491,478

All Filings in NET

Export CSV

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,844	1,357	+152.2%	Shares	Sole	2026-07-08
2021-03-31	$42,156	600	+200.0%	Call	Sole	2021-04-12
2021-03-31	$37,799	538	-0.4%	Shares	Sole	2021-04-12
2020-12-31	$41,034	540	0.0%	Shares	Sole	2021-02-11
2020-12-31	$15,198	200	—	Call	Sole	2021-02-11
2020-09-30	$22,172	540	0.0%	Shares	Sole	2020-10-28
2020-06-30	$19,413	540	0.0%	Shares	Sole	2020-07-20
2020-03-31	$12,679	540	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.