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Livermore
Livermore
ZHEN

Davy Global Fund Management Ltd

SEC CIK
0001620943
Latest filing
Jul 31, 2026

NET holding history

Cloudflare, Inc. in every 13F filed by Davy Global Fund Management Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NET overviewAll 13F holders of NETFull Q2 2026 holdings

Shares (Q2 2026)
53,964
Value
$13.2M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of NET by Davy Global Fund Management Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202653,964$13.2M0.8%−3,248−5.7%ReducedHolders
Q1 202657,212$11.8M0.9%−2,266−3.8%ReducedHolders
Q4 202559,478$11.7M0.8%−1,507−2.5%ReducedHolders
Q3 202560,985$13.1M0.9%+16,013+35.6%AddedHolders
Q2 202544,972$8.81M0.8%−12,459−21.7%ReducedHolders
Q1 202557,431$6.47M0.8%+2,662+4.9%AddedHolders
Q4 202454,769$5.90M0.7%−23,976−30.4%ReducedHolders
Q3 202478,745$6.37M0.7%−5,146−6.1%ReducedHolders
Q2 202483,891$6.95M0.8%+6,849+8.9%AddedHolders
Q1 202477,042$7.46M0.8%−952−1.2%ReducedHolders
Q4 202377,994$6.49M0.8%−2,687−3.3%ReducedHolders
Q3 202380,681$5.09M1.0%−4,980−5.8%ReducedHolders
Q2 202385,661$5.60M1.1%−21,555−20.1%ReducedHolders
Q1 2023107,216$6.61M1.3%+10,543+10.9%AddedHolders
Q4 202296,673$4.37M0.9%+17,327+21.8%AddedHolders
Q3 202279,346$4.39M1.0%+9,590+13.7%AddedHolders
Q2 202269,756$3.05M0.6%+42,761+158.4%AddedHolders
Q1 202226,995$3.23M0.5%+5,414+25.1%AddedHolders
Q4 202121,581$2.84M0.4%−15,569−41.9%ReducedHolders
Q3 202137,150$4.18M0.6%+2,404+6.9%AddedHolders
Q2 202134,746$3.68M0.6%+7,141+25.9%AddedHolders
Q1 202127,605$1.94M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.