AAM
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Alphadyne Asset Management’s Cloudflare NET Stock Holding History

Alphadyne Asset Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$813K Buy
3,940
+234
+6% +$44.6K 0.01% 609
2025
Q4 		$731K Buy
3,706
+3,653
+6,892% +$773K 0.02% 533
2025
Q3 		$11.4K Sell
53
-1,233
-96% -$252K ﹤0.01% 296
2025
Q2 		$252K Buy
+1,286
New +$187K 0.05% 126

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alphadyne Asset Management's NET Position: Q1 2026 in Review

Alphadyne Asset Management increased its Cloudflare (NET) stake by 6.3% in Q1 2026, buying an estimated $44.6K and bringing the position to 3,940 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #609.

Alphadyne Asset Management first reported a position in NET in Q2 2025 and has held it in 4 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Alphadyne Asset Management held 3,940 shares of Cloudflare worth $813K as of Q1 2026.
  • Alphadyne Asset Management bought 234 Cloudflare shares in Q1 2026, an estimated $44.6K.
  • Cloudflare made up 0.01% of Alphadyne Asset Management's portfolio in Q1 2026, its #609 holding.
  • Alphadyne Asset Management first reported a position in Cloudflare in Q2 2025 and has held it in 4 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Alphadyne Asset Management's 13F filing for Q1 2026, filed 15 May 2026.