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Capelight Capital Asset Management LP

Position in NET — Cloudflare, Inc.

CIK 2105992 NEW YORK, NY

Position in NET

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$9,811,200
+$1,557,600 QoQ
Shares Held
40,000
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
5.25%
of 13F equity value
Holder Rank
#18
of 222 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Capelight Capital Asset Management LP holds $29,385,270 across 3 Software - Infrastructure names. NET ranks #2 (33.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 NET
Cloudflare, Inc.
This page
40,000 $9,811,200

All Filings in NET

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,811,200 40,000
2026-03-31 $8,253,600 40,000
2025-12-31 $8,871,750 45,000