12 West Capital Management LP / NET
12 West Capital Management LP’s Cloudflare Inc Position
Does 12 West Capital Management LP own Cloudflare Inc (NET)? Yes — 105.0K shares worth $22M (+3.66% of its 13F portfolio) as of Q1 2026, down from 165.0K shares the prior filed quarter.
Position Value
$22M
Q1 2026
Shares
105.0K
% of Portfolio
+3.66%
Quarters Held
24
currently held
Position History NET
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 105.0K | $22M | +3.66% |
| Q4 2025 | 165.0K | $33M | +3.87% |
| Q3 2025 | 165.0K | $35M | +3.67% |
| Q2 2025 | 165.0K | $32M | +3.42% |
| Q1 2025 | 165.0K | $19M | +2.74% |
| Q4 2024 | 165.0K | $18M | +1.86% |
| Q3 2024 | 165.0K | $13M | +1.37% |
| Q2 2024 | 165.0K | $14M | +1.40% |
| Q1 2024 | 165.0K | $16M | +1.44% |
| Q4 2023 | 165.0K | $14M | +1.22% |
| Q3 2023 | 165.0K | $10M | +0.94% |
| Q2 2023 | 165.0K | $11M | +0.93% |
| Q1 2023 | 165.0K | $10M | +0.87% |
| Q4 2022 | 165.0K | $7M | +0.75% |
| Q3 2022 | 165.0K | $9M | +0.81% |
| Q2 2022 | 165.0K | $7M | +0.62% |
| Q1 2022 | 165.0K | $20M | +1.20% |
| Q4 2021 | 165.0K | $22M | +0.96% |
| Q3 2021 | 353.2K | $40M | +1.81% |
| Q2 2021 | 353.2K | $37M | +1.57% |
| Q1 2021 | 353.2K | $25M | +1.18% |
| Q4 2020 | 353.2K | $27M | +1.15% |
| Q3 2020 | 353.2K | $15M | +0.71% |
| Q2 2020 | 353.2K | $13M | +0.66% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 12 West Capital Management LP’s full portfolio or all institutional holders of NET.