Tradewinds, LLC.

Position in NET — Cloudflare, Inc.

CIK 1932342 RALEIGH, NC

Position in NET

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

Position Value

$438,315

+$230,325 QoQ

Shares Held

1,787

+77.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#792

of 1,214 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Tradewinds, LLC. holds $2,059,275 across 4 Software - Infrastructure names. NET ranks #3 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	19,621	$838,262
2	CRWD	CrowdStrike Holdings, Inc.	3,488	$665,458
3	NET	Cloudflare, Inc. This page	1,787	$438,315
4	ORCL	Oracle Corp	800	$117,240

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$438,315	1,787	+77.3%	Shares	Sole	2026-08-14
2026-03-31	$207,990	1,008	0.0%	Shares	Sole	2026-05-04
2025-09-30	$216,306	1,008	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.