TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA

Position in NET — Cloudflare, Inc.

CIK 2071170 WARSAW, R9

Position in NET

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,496,453

-$408,271 QoQ

Shares Held

6,101

-33.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#566

of 1,214 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA holds $29,782,658 across 31 Software - Infrastructure names. NET ranks #3 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	44,696	$16,672,501
2	CRWD	CrowdStrike Holdings, Inc.	18,048	$3,443,287
3	NET	Cloudflare, Inc. This page	6,101	$1,496,453
4	PANW	Palo Alto Networks Inc	3,756	$1,280,871
5	ZS	Zscaler, Inc.	5,875	$829,256
6	FTNT	Fortinet, Inc.	5,380	$826,475
7	RBRK	Rubrik, Inc.	8,300	$666,324
8	GEN	Gen Digital Inc.	23,850	$593,626

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,496,453	6,101	-33.9%	Shares	Sole	2026-08-07
2026-03-31	$1,904,724	9,231	+1.4%	Shares	Sole	2026-05-15
2025-12-31	$1,794,065	9,100	+70.3%	Shares	Sole	2026-02-13
2025-09-30	$1,146,983	5,345	-72.8%	Shares	Sole	2025-11-14
2025-06-30	$3,848,059	19,650	-6.3%	Shares	Sole	2025-08-14
2025-03-31	$2,363,109	20,970	+415.2%	Shares	Sole	2025-08-14
2024-12-31	$438,257	4,070	-54.1%	Shares	Sole	2025-08-14
2024-09-30	$717,898	8,875	-87.4%	Shares	Sole	2025-08-14
2024-06-30	$5,825,433	70,330	+49.6%	Shares	Sole	2025-08-14
2024-03-31	$4,552,946	47,020	+1111.9%	Shares	Sole	2025-08-14
2023-12-31	$323,048	3,880	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.