Position in NET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,761,180
-$13,048,716 QoQ
Shares Held
202,875
-33.4% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
4.72%
of 13F equity value
Holder Rank
#121
of 1,214 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Broad Bay Capital Management, LP holds $49,761,180 across 1 Software - Infrastructure name. NET ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
This page
|
202,875 | $49,761,180 |
All Filings in NET
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,761,180 | 202,875 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $62,809,896 | 304,400 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||