Generali Investments Towarzystwo Funduszy Inwestycyjnych
Position in NET — Cloudflare, Inc.
CIK 2043130
WARSAW, R9
Position in NET
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,084,880
+$21,480 QoQ
Shares Held
8,500
-15.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#504
of 1,214 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Generali Investments Towarzystwo Funduszy Inwestycyjnych holds $29,850,839 across 8 Software - Infrastructure names. NET ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
34,700 | $12,943,794 | |
| 2 | PANW |
Palo Alto Networks Inc
|
15,500 | $5,285,810 | |
| 3 | TOST |
Toast, Inc.
|
130,000 | $3,616,600 | |
| 4 | MDB |
MongoDB, Inc.
|
7,400 | $2,485,660 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
8,500 | $2,084,880 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
33,200 | $1,583,515 | |
| 7 | FIVN |
Five9, Inc.
|
74,000 | $1,577,680 | |
| 8 | OKTA |
Okta, Inc.
|
2,000 | $272,900 |
All Filings in NET
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,084,880 | 8,500 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,063,400 | 10,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,675,775 | 8,500 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,824,015 | 8,500 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,231,195 | 16,500 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,569,332 | 22,800 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,368,960 | 22,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,941,360 | 24,000 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $1,987,920 | 24,000 | Shares | Sole | 2025-02-05 | |
| 2024-03-31 | $1,839,770 | 19,000 | Shares | Sole | 2025-02-05 | |
| 2023-12-31 | $1,290,530 | 15,500 | Shares | Sole | 2025-02-05 | |
| 2023-09-30 | $977,120 | 15,500 | Shares | Sole | 2025-02-05 | |
| 2023-06-30 | $882,495 | 13,500 | Shares | Sole | 2025-02-05 | |
| 2023-03-31 | $770,750 | 12,500 | Shares | Sole | 2025-02-05 | |
| 2022-12-31 | $565,125 | 12,500 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||