DEEPWATER ASSET MANAGEMENT, LLC

Position in NET — Cloudflare, Inc.

CIK 1964171 Minneapolis, MN

Position in NET

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,532,074

New position

Shares Held

7,425

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

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

Technology · as of Mar 31, 2026

DEEPWATER ASSET MANAGEMENT, LLC holds $14,391,879 across 6 Software - Infrastructure names. NET ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FOUR	Shift4 Payments, Inc.	107,110	$4,683,920
2	RBRK	Rubrik, Inc.	88,506	$4,334,138
3	NET	Cloudflare, Inc. This page	7,425	$1,532,074
4	SNPS	Synopsys Inc	3,551	$1,407,900
5	TOST	Toast, Inc.	46,180	$1,224,231
6	CRWV	CoreWeave, Inc.	15,614	$1,209,616

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,532,074	7,425	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.