Generali Investments, Management Co LLC
Position in NET — Cloudflare, Inc.
CIK 2043136
LJUBLJANA, 2A
Position in NET
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$3,285,770
+$1,795,583 QoQ
Shares Held
13,396
+85.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#428
of 1,214 holders
Holding Since
Jun 2025
5 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, Management Co LLC holds $45,953,271 across 10 Software - Infrastructure names. NET ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
76,000 | $28,349,520 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
40,744 | $4,753,602 | |
| 3 | NET |
Cloudflare, Inc.
This page
|
13,396 | $3,285,770 | |
| 4 | PANW |
Palo Alto Networks Inc
|
8,689 | $2,963,122 | |
| 5 | ORCL |
Oracle Corp
|
15,400 | $2,256,870 | |
| 6 | TWLO |
Twilio Inc
|
8,192 | $1,690,255 | |
| 7 | ZETA |
Zeta Global Holdings Corp.
|
57,684 | $1,135,221 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
14,636 | $698,082 |
All Filings in NET
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,285,770 | 13,396 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,490,187 | 7,222 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $143,130 | 726 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,129,387 | 5,263 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $272,791 | 1,393 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||