Ring Mountain Capital, LLC

Position in NET — Cloudflare, Inc.

CIK 2051343 TIBURON, CA

Position in NET

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$595,785

+$20,303 QoQ

Shares Held

2,429

-12.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#728

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

Ring Mountain Capital, LLC holds $10,785,909 across 5 Software - Infrastructure names. NET ranks #3 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	24,172	$9,016,639
2	PLTR	Palantir Technologies Inc.	5,871	$684,969
3	NET	Cloudflare, Inc. This page	2,429	$595,785
4	CRWV	CoreWeave, Inc.	2,558	$254,623
5	ORCL	Oracle Corp	1,596	$233,893

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$595,785	2,429	-12.9%	Shares	Sole	2026-08-11
2026-03-31	$575,482	2,789	-0.1%	Shares	Sole	2026-05-01
2025-12-31	$550,639	2,793	0.0%	Shares	Sole	2026-01-27
2025-09-30	$599,349	2,793	-18.5%	Shares	Sole	2025-11-13
2025-06-30	$670,913	3,426	-11.2%	Shares	Sole	2025-08-05
2025-03-31	$434,983	3,860	-71.0%	Shares	Sole	2025-05-05
2024-12-31	$1,435,159	13,328	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.