Robocap Asset Management Ltd

Position in NET — Cloudflare, Inc.

CIK 2030580 LONDON, X0

Position in NET

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$3,620,087

+$457,308 QoQ

Shares Held

14,759

-3.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.92%

of 13F equity value

Holder Rank

#406

of 1,214 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Robocap Asset Management Ltd holds $23,075,012 across 5 Software - Infrastructure names. NET ranks #4 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNPS	Synopsys Inc	17,571	$7,837,895
2	RBRK	Rubrik, Inc.	78,781	$6,324,538
3	PANW	Palo Alto Networks Inc	15,434	$5,263,302
4	NET	Cloudflare, Inc. This page	14,759	$3,620,087
5	CRWD	CrowdStrike Holdings, Inc.	612	$29,190

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,620,087	14,759	-3.7%	Shares	Sole	2026-07-22
2026-03-31	$3,162,779	15,328	-6.5%	Shares	Sole	2026-04-16
2025-12-31	$3,233,457	16,401	-32.1%	Shares	Sole	2026-02-02
2025-09-30	$5,184,708	24,161	-28.1%	Shares	Sole	2025-10-31
2025-06-30	$6,584,783	33,625	-5.6%	Shares	Sole	2025-08-04
2025-03-31	$4,015,820	35,636	-44.4%	Shares	Sole	2025-04-30
2024-12-31	$6,900,349	64,082	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.