Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Position in NET — Cloudflare, Inc.
CIK 2079571
WARSAW, R9
Position in NET
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$385,334
-$83,264 QoQ
Shares Held
1,571
-30.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#820
of 1,214 holders
Holding Since
Dec 2024
7 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, 2026Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna holds $23,647,825 across 11 Software - Infrastructure names. NET ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
43,668 | $16,289,037 | |
| 2 | XYZ |
Block, Inc.
|
30,445 | $2,313,820 | |
| 3 | PANW |
Palo Alto Networks Inc
|
5,192 | $1,770,575 | |
| 4 | ORCL |
Oracle Corp
|
9,388 | $1,375,811 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
9,944 | $474,291 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
3,645 | $425,262 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
1,571 | $385,334 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,029 | $258,855 |
All Filings in NET
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,334 | 1,571 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $468,598 | 2,271 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $382,668 | 1,941 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $312,872 | 1,458 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $431,609 | 2,204 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $218,055 | 1,935 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $57,070 | 530 | Shares | Sole | 2025-08-28 | |
| No filing history on record for this holder in this stock. | ||||||