Thoma Capital Management LLC

Position in NET — Cloudflare, Inc.

CIK 2060298 TOWSON, MD

Position in NET

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

Position Value

$1,402,756

+$135,416 QoQ

Shares Held

5,719

-6.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.57%

of 13F equity value

Holder Rank

#577

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

Thoma Capital Management LLC holds $4,258,544 across 4 Software - Infrastructure names. NET ranks #2 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	4,535	$1,691,645
2	NET	Cloudflare, Inc. This page	5,719	$1,402,756
3	PLTR	Palantir Technologies Inc.	5,485	$639,934
4	ORCL	Oracle Corp	3,577	$524,209

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,402,756	5,719	-6.9%	Shares	Sole	2026-07-16
2026-03-31	$1,267,340	6,142	+1.8%	Shares	Sole	2026-04-20
2025-12-31	$1,189,997	6,036	-9.1%	Shares	Sole	2026-01-08
2025-09-30	$1,425,092	6,641	-3.3%	Shares	Sole	2025-10-21
2025-06-30	$1,344,568	6,866	+1.4%	Shares	Sole	2025-10-01
2025-03-31	$762,911	6,770	+1.2%	Shares	Sole	2025-10-01
2024-12-31	$720,379	6,690	—	Shares	Sole	2025-03-18
No filing history on record for this holder in this stock.