Sunstone Asset Management, L.P.

Position in NET — Cloudflare, Inc.

CIK 2111996 New York, NY

Position in NET

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$992,402

New position

Shares Held

4,046

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#637

of 1,214 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Sunstone Asset Management, L.P. holds $9,248,021 across 6 Software - Infrastructure names. NET ranks #5 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNPS	Synopsys Inc	8,150	$3,635,470
2	NTNX	Nutanix, Inc.	32,890	$1,676,074
3	ORCL	Oracle Corp	10,500	$1,538,775
4	TWLO	Twilio Inc	5,166	$1,065,900
5	NET	Cloudflare, Inc. This page	4,046	$992,402
6	S	SentinelOne, Inc.	20,000	$339,400

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$992,402	4,046	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.