SEC 13F Intelligence

Rheos Capital Works Inc. / NET

Rheos Capital Works Inc.’s Cloudflare Inc Position

Does Rheos Capital Works Inc. own Cloudflare Inc (NET)? Yes100.0K shares worth $21M (+1.38% of its 13F portfolio) as of Q1 2026.

Position Value
$21M
Q1 2026
Shares
100.0K
% of Portfolio
+1.38%
Quarters Held
1
currently held

Position History NET

Reported value by quarter
Q1 ’26: $21MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026100.0K$21M+1.38%

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