GatePass Capital, LLC

Position in NET — Cloudflare, Inc.

CIK 2087399 INDEPENDENCE, OH

Position in NET

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

Position Value

$347,071

New position

Shares Held

1,415

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#843

of 1,214 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 2% Shared 0% None 98%

Technology · as of Jun 30, 2026

GatePass Capital, LLC holds $4,048,503 across 6 Software - Infrastructure names. NET ranks #4 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZETA	Zeta Global Holdings Corp.	85,000	$1,672,800
2	MSFT	Microsoft Corp	2,842	$1,060,122
3	ORCL	Oracle Corp	2,676	$392,167
4	NET	Cloudflare, Inc. This page	1,415	$347,071
5	STNE	StoneCo Ltd.	30,077	$326,034
6	CRWD	CrowdStrike Holdings, Inc.	1,312	$250,309

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,071	1,415	—	Shares	Sole	2026-07-30
No filing history on record for this holder in this stock.