DEEPWATER ASSET MANAGEMENT, LLC

Position in NET — Cloudflare, Inc.

CIK 1964171 Minneapolis, MN

Position in NET

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,624,980

+$92,906 QoQ

Shares Held

6,625

-10.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#552

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

DEEPWATER ASSET MANAGEMENT, LLC holds $26,631,025 across 5 Software - Infrastructure names. NET ranks #4 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BB	BLACKBERRY Ltd	730,450	$9,240,192
2	RBRK	Rubrik, Inc.	94,601	$7,594,568
3	TWLO	Twilio Inc	31,926	$6,587,291
4	NET	Cloudflare, Inc. This page	6,625	$1,624,980
5	SNPS	Synopsys Inc	3,551	$1,583,994

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,624,980	6,625	-10.8%	Shares	Sole	2026-08-06
2026-03-31	$1,532,074	7,425	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.