KP Management LLC

Position in NET — Cloudflare, Inc.

CIK 2036769 Edina, MN

Back to NET Full portfolio

Position in NET

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

Position Value

$1,839,600

-$1,771,350 QoQ

Shares Held

7,500

-57.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#531

of 1,214 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Derivatives in NET

reported options exposure · as of Jun 30, 2026

CallValue

$1,839,600

CallShares

7,500

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

KP Management LLC holds $8,418,750 across 3 Software - Infrastructure names. NET ranks #3 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	11,500	$4,289,730
2	CRWD	CrowdStrike Holdings, Inc.	12,000	$2,289,420
3	NET	Cloudflare, Inc. This page	7,500	$1,839,600

All Filings in NET

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,839,600	7,500	—	Call	Sole	2026-08-14
2026-06-30	$1,839,600	7,500	-57.1%	Shares	Sole	2026-08-14
2026-03-31	$3,610,950	17,500	-37.0%	Shares	Sole	2026-05-15
2025-12-31	$5,478,009	27,786	0.0%	Shares	Sole	2026-02-17
2025-09-30	$5,962,597	27,786	0.0%	Shares	Sole	2025-11-14
2025-06-30	$5,441,332	27,786	-21.3%	Shares	Sole	2025-08-18
2025-03-31	$3,976,379	35,286	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.