Rheos Capital Works Inc.

Position in NET — Cloudflare, Inc.

CIK 1735445 Tokyo, M0

Position in NET

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$24,528,000

+$3,894,000 QoQ

Shares Held

100,000

0.0% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

1.41%

of 13F equity value

Holder Rank

#180

of 1,214 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Rheos Capital Works Inc. holds $99,697,340 across 5 Software - Infrastructure names. NET ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	100,000	$37,302,000
2	NET	Cloudflare, Inc. This page	100,000	$24,528,000
3	CRWD	CrowdStrike Holdings, Inc.	100,000	$19,078,500
4	MDB	MongoDB, Inc.	40,000	$13,436,000
5	SNPS	Synopsys Inc	12,000	$5,352,840

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,528,000	100,000	0.0%	Shares	Sole	2026-08-07
2026-03-31	$20,634,000	100,000	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.