Flight Deck Capital, LP

Position in NET — Cloudflare, Inc.

CIK 1861705 SAN FRANCISCO, CA

Position in NET

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$22,026,144

+$8,696,580 QoQ

Shares Held

89,800

+39.0% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

10.69%

of 13F equity value

Holder Rank

#189

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

Flight Deck Capital, LP holds $29,337,350 across 3 Software - Infrastructure names. NET ranks #1 (75.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NET	Cloudflare, Inc. This page	89,800	$22,026,144
2	TOST	Toast, Inc.	236,062	$6,567,244
3	AEVA	Aeva Technologies, Inc.	25,904	$743,962

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,026,144	89,800	+39.0%	Shares	Sole	2026-08-14
2026-03-31	$13,329,564	64,600	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.