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
Q2 		$13.9M Buy
56,500
+49,900
+756% +$10.9M 0.13% 141
2026
Q1 		$1.36M Buy
6,600
+100
+2% +$19.1K 0.02% 518
2025
Q4 		$1.28M Sell
6,500
-6,000
-48% -$1.27M 0.03% 435
2025
Q3 		$2.68M Buy
12,500
+9,000
+257% +$1.84M 0.22% 114
2025
Q2 		$685K Buy
+3,500
New +$508K 0.12% 73

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alphadyne Asset Management's NET Position: Q2 2026 in Review

Alphadyne Asset Management increased its Cloudflare (NET) stake by 275% in Q2 2026, buying an estimated $2.37M and bringing the position to 14,768 shares worth $3.62M. The position accounts for 0.03% of the portfolio, ranked #374.

Alphadyne Asset Management first reported a position in NET in Q2 2025 and has held it in 5 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Alphadyne Asset Management held 14,768 shares of Cloudflare worth $3.62M as of Q2 2026.
  • Alphadyne Asset Management bought 10,828 Cloudflare shares in Q2 2026, an estimated $2.37M.
  • Cloudflare made up 0.03% of Alphadyne Asset Management's portfolio in Q2 2026, its #374 holding.
  • Alphadyne Asset Management first reported a position in Cloudflare in Q2 2025 and has held it in 5 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Alphadyne Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.