GILDER GAGNON HOWE & CO LLC

Position in NET — Cloudflare, Inc.

CIK 902464 New York, NY

Back to NET Full portfolio

Position in NET

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$366,907,185

+$21,015,199 QoQ

Shares Held

1,778,168

+1.4% QoQ

Ownership

0.503%

of shares outstanding

% of Portfolio

4.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

GILDER GAGNON HOWE & CO LLC holds $591,034,918 across 9 Software - Infrastructure names. NET ranks #1 (62.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NET	Cloudflare, Inc. This page	1,778,168	$366,907,185
2	TOST	Toast, Inc.	4,069,162	$107,873,484
3	PLTR	Palantir Technologies Inc.	275,323	$40,274,248
4	CALX	Calix, Inc	779,092	$38,167,717
5	MSFT	Microsoft Corp	77,787	$28,794,413
6	CRWV	CoreWeave, Inc.	54,293	$4,206,078
7	MDB	MongoDB, Inc.	9,806	$2,400,214
8	IOT	Samsara Inc.	64,578	$2,046,476

All Filings in NET

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$366,907,185	1,778,168	+1.4%	Shares	Sole	2026-05-15
2025-12-31	$345,891,986	1,754,461	-4.5%	Shares	Sole	2026-02-17
2025-09-30	$394,079,513	1,836,430	-6.1%	Shares	Sole	2025-11-14
2025-06-30	$383,015,867	1,955,859	-1.3%	Shares	Sole	2025-08-14
2025-03-31	$223,314,730	1,981,673	-11.5%	Shares	Sole	2025-05-15
2024-12-31	$241,127,070	2,239,293	-2.1%	Shares	Sole	2025-02-14
2024-09-30	$185,003,438	2,287,099	-1.9%	Shares	Sole	2024-11-14
2024-06-30	$193,101,910	2,331,304	-1.3%	Shares	Sole	2024-08-14
2024-03-31	$228,721,271	2,362,091	-3.7%	Shares	Sole	2024-05-15
2023-12-31	$204,193,235	2,452,477	-8.6%	Shares	Sole	2024-02-14
2023-09-30	$169,146,343	2,683,159	-2.9%	Shares	Sole	2023-11-14
2023-06-30	$180,618,290	2,763,015	+0.0%	Shares	Defined	2023-08-14
2023-03-31	$170,342,470	2,762,609	-9.6%	Shares	Defined	2023-05-15
2022-12-31	$138,207,286	3,057,007	+2.0%	Shares	Defined	2023-02-14
2022-09-30	$165,846,537	2,998,491	+8.7%	Shares	Defined	2022-11-14
2022-06-30	$120,647,056	2,757,647	-17.3%	Shares	Defined	2022-08-15
2022-03-31	$398,968,479	3,333,070	-20.7%	Shares	Defined	2022-05-16
2021-12-31	$552,666,753	4,202,789	-4.0%	Shares	Defined	2022-02-14
2021-09-30	$493,336,931	4,379,378	-9.0%	Shares	Defined	2021-11-15
2021-06-30	$509,114,954	4,810,232	-2.3%	Shares	Defined	2021-08-16
2021-03-31	$346,076,379	4,925,653	-5.0%	Shares	Defined	2021-05-17
2020-12-31	$394,163,017	5,187,038	-1.0%	Shares	Defined	2021-02-16
2020-09-30	$215,225,885	5,241,741	+2.8%	Shares	Defined	2020-11-16
2020-06-30	$183,365,060	5,100,558	+38.9%	Shares	Defined	2020-08-14
2020-03-31	$86,197,686	3,671,111	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.