Polar Capital Holdings Plc

Position in NET — Cloudflare, Inc.

CIK 1837309 London, X0

Position in NET

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$240,197,092

+$56,775,436 QoQ

Shares Held

1,164,084

+25.1% QoQ

Ownership

0.329%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Polar Capital Holdings Plc holds $932,168,861 across 9 Software - Infrastructure names. NET ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	659,162	$244,001,997
2	NET	Cloudflare, Inc. This page	1,164,084	$240,197,092
3	AKAM	Akamai Technologies Inc	1,296,665	$148,921,975
4	PLTR	Palantir Technologies Inc.	867,215	$126,856,210
5	MDB	MongoDB, Inc.	330,791	$80,967,713
6	KSPI	Joint Stock Co Kaspi.kz	668,339	$49,503,869
7	TWLO	Twilio Inc	185,233	$23,306,016
8	DOX	Amdocs Ltd	160,030	$10,443,557

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$240,197,092	1,164,084	+25.1%	Shares	Defined	2026-05-15
2025-12-31	$183,421,656	930,366	-48.1%	Shares	Defined	2026-02-17
2025-09-30	$384,870,383	1,793,515	-6.3%	Shares	Defined	2025-11-14
2025-06-30	$374,810,395	1,913,958	-15.7%	Shares	Defined	2025-08-14
2025-03-31	$255,846,530	2,270,357	-22.6%	Shares	Defined	2025-05-15
2024-12-31	$315,802,934	2,932,791	-18.4%	Shares	Defined	2025-02-14
2024-09-30	$290,840,399	3,595,505	+22.9%	Shares	Defined	2024-11-14
2024-06-30	$242,354,119	2,925,922	+15.0%	Shares	Defined	2024-08-14
2024-03-31	$246,455,976	2,545,244	+248.6%	Shares	Defined	2024-05-15
2023-12-31	$60,798,366	730,223	+264.5%	Shares	Defined	2024-02-14
2023-09-30	$12,628,109	200,319	-76.6%	Shares	Defined	2023-11-22
2023-06-30	$56,040,851	857,287	-52.1%	Shares	Defined	2023-12-13
2023-03-31	$110,376,086	1,790,076	+32.1%	Shares	Defined	2023-12-13
2022-12-31	$61,284,686	1,355,556	+29.8%	Shares	Defined	2023-02-14
2022-09-30	$57,754,646	1,044,199	+239.4%	Shares	Defined	2022-11-14
2022-06-30	$13,458,418	307,621	-47.6%	Shares	Defined	2022-08-15
2022-03-31	$70,264,618	587,006	+1072.8%	Shares	Defined	2022-05-16
2021-09-30	$5,638,470	50,053	-84.3%	Shares	Defined	2021-11-15
2021-06-30	$33,720,306	318,597	+91.7%	Shares	Defined	2021-08-16
2021-03-31	$11,676,790	166,194	-61.5%	Shares	Sole	2021-05-17
2020-12-31	$32,812,785	431,804	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.