SEC 13F Intelligence

Capelight Capital Asset Management LP / NET

Capelight Capital Asset Management LP’s Cloudflare Inc Position

Does Capelight Capital Asset Management LP own Cloudflare Inc (NET)? Yes — 40.0K shares worth $8M (+6.16% of its 13F portfolio) as of Q1 2026, down from 45.0K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
40.0K
% of Portfolio
+6.16%
Quarters Held
2
currently held

Position History NET

Reported value by quarter
Q4 ’25: $9MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202640.0K$8M+6.16%
Q4 202545.0K$9M+7.04%

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