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LYELL WEALTH MANAGEMENT, LP → NET

LYELL WEALTH MANAGEMENT, LP NET Position History

Cloudflare, Inc. • Technology

Quarters held
5
Latest value
$19.3M
Q3 2026
Peak value
$19.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$11.2M
Q4 2025$10.3M
Q1 2026$11.1M
Q2 2026$13.7M
Q3 2026$19.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$19.3M55.6K——
Q2 2026$13.7M55.9K——
Q1 2026$11.1M54.0K——
Q4 2025$10.3M52.4K——
Q3 2025$11.2M52.1K——

Other funds holding NET

Other LYELL WEALTH MANAGEMENT, LP positions

NVDA

NVIDIA CORPORATION COM

$132.3M
NVDA

NVIDIA CORPORATION COM

$115.3M
NVDA

NVIDIA CORPORATION COM

$110.2M
NVDA

NVIDIA CORPORATION COM

$108.3M
NVDA

NVIDIA CORPORATION COM

$101M
GOOGN

ALPHABET INC CAP STK CL C

$94.3M
GOOGN

ALPHABET INC CAP STK CL C

$89.8M
GOOGN

ALPHABET INC CAP STK CL C

$72.9M