WORMSER FRERES GESTION

Position in NET — Cloudflare, Inc.

CIK 2051288 PARIS, I0

Position in NET

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$16,188

New position

Shares Held

66

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,107

of 1,214 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

WORMSER FRERES GESTION holds $21,700,245 across 5 Software - Infrastructure names. NET ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	33,740	$11,506,014
2	MSFT	Microsoft Corp	27,191	$10,142,786
3	FTNT	Fortinet, Inc.	118	$18,127
4	MDB	MongoDB, Inc.	51	$17,130
5	NET	Cloudflare, Inc. This page	66	$16,188

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,188	66	—	Shares	Sole	2026-07-16
No filing history on record for this holder in this stock.