Mizuho Markets Cayman LP

Position in NET — Cloudflare, Inc.

CIK 1803149 NEW YORK, NY

Position in NET

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$33,014,400

+$1,470,400 QoQ

Shares Held

160,000

0.0% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

1.88%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Mizuho Markets Cayman LP holds $458,160,789 across 6 Software - Infrastructure names.

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	534,822	$199,499,302
2	PANW	Palo Alto Networks Inc	570,105	$194,417,207
3	CRWV	CoreWeave, Inc.	448,160	$44,609,846
4	SNPS	Synopsys Inc	33,408	$14,902,306
5	ZS	Zscaler, Inc.	30,282	$4,274,304
6	XYZ	Block, Inc.	6,024	$457,824

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$33,014,400	160,000	0.0%	Shares	Defined	2026-05-13
2025-12-31	$31,544,000	160,000	+20.6%	Shares	Defined	2026-02-06
2023-03-31	$8,177,657	132,625	—	Shares	Defined	2023-05-03
No filing history on record for this holder in this stock.