Left Brain Wealth Management, LLC

Position in NET — Cloudflare, Inc.

CIK 1957370 NAPERVILLE, IL

Position in NET

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,163,853

+$761,078 QoQ

Shares Held

4,745

+143.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#604

of 1,210 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Left Brain Wealth Management, LLC holds $10,102,777 across 5 Software - Infrastructure names. NET ranks #2 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRWD	CrowdStrike Holdings, Inc.	39,416	$7,519,981
2	NET	Cloudflare, Inc. This page	4,745	$1,163,853
3	DOCN	DigitalOcean Holdings, Inc.	4,780	$750,603
4	RBRK	Rubrik, Inc.	5,250	$421,470
5	BAND	Bandwidth Inc.	3,900	$246,870

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,163,853	4,745	+143.1%	Shares	Sole	2026-07-30
2026-03-31	$402,775	1,952	-71.4%	Shares	Sole	2026-04-30
2025-12-31	$1,344,957	6,822	+37.7%	Shares	Sole	2026-02-05
2025-09-30	$1,062,864	4,953	+3.9%	Shares	Sole	2025-11-12
2025-06-30	$933,129	4,765	+44.2%	Shares	Sole	2025-08-12
2025-03-31	$372,440	3,305	—	Shares	Sole	2025-05-01
No filing history on record for this holder in this stock.