SEC 13F Intelligence

Kadensa Capital Ltd / NET

Kadensa Capital Ltd’s Cloudflare Inc Position

Does Kadensa Capital Ltd own Cloudflare Inc (NET)? Yes — 37.0K shares worth $8M (+1.06% of its 13F portfolio) as of Q1 2026, up from 26.8K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
37.0K
% of Portfolio
+1.06%
Quarters Held
4
currently held

Position History NET

Reported value by quarter
Q1 ’24: $1MQ1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $2MQ3 ’24Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202637.0K$8M+1.06%
Q3 202426.8K$2M+0.57%
Q2 202420.9K$2M+0.41%
Q1 202410.3K$1M+0.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kadensa Capital Ltd’s full portfolio or all institutional holders of NET.