SEC 13F Intelligence

Hidden Lake Asset Management LP / NET

Hidden Lake Asset Management LP’s Cloudflare Inc Position

Does Hidden Lake Asset Management LP own Cloudflare Inc (NET)? Yes — 32.1K shares worth $7M (+2.00% of its 13F portfolio) as of Q1 2026, down from 59.7K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
32.1K
% of Portfolio
+2.00%
Quarters Held
7
currently held

Position History NET

Reported value by quarter
Q1 ’20: $6MQ1 ’20Q2 ’20: $4MQ2 ’20Q3 ’20: $7MQ3 ’20Q4 ’20: $4MQ4 ’20Q1 ’22: $5MQ1 ’22Q4 ’22: $3MQ4 ’22Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202632.1K$7M+2.00%
Q4 202259.7K$3M+1.16%
Q1 202238.3K$5M+1.57%
Q4 202046.6K$4M+1.39%
Q3 2020169.4K$7M+4.46%
Q2 2020110.0K$4M+2.12%
Q1 2020254.9K$6M+9.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hidden Lake Asset Management LP’s full portfolio or all institutional holders of NET.