Avalon Global Asset Management’s Cloudflare NET Stock Holding History

Avalon Global 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	$25.9M	Buy	105,400 +25,000	+31%	+$5.47M	2.82%	13
2026 Q1	$16.6M	Buy	80,400 +5,000	+7%	+$953K	2.29%	17
2025 Q4	$14.9M	Hold	75,400	–	–	2.4%	18
2025 Q3	$16.2M	Hold	75,400	–	–	1.85%	17
2025 Q2	$14.8M	Sell	75,400 -5,000	-6%	-$726K	1.75%	19
2025 Q1	$9.06M	Hold	80,400	–	–	1.27%	25
2024 Q4	$8.66M	Sell	80,400 -20,000	-20%	-$1.95M	2.08%	19
2024 Q3	$8.12M	Hold	100,400	–	–	1.22%	28
2024 Q2	$8.32M	Buy	100,400 +30,000	+43%	+$2.42M	1.89%	23
2024 Q1	$6.82M	Hold	70,400	–	–	0.98%	30
2023 Q4	$5.86M	Hold	70,400	–	–	2.06%	21
2023 Q3	$4.44M	Hold	70,400	–	–	1.74%	23
2023 Q2	$4.6M	Sell	70,400 -9,600	-12%	-$573K	1.7%	24
2023 Q1	$4.93M	Buy	80,000 +20,000	+33%	+$1.09M	2.43%	19
2022 Q4	$2.71M	Buy	60,000 +10,000	+20%	+$495K	1.7%	22
2022 Q3	$2.77M	Buy	+50,000	New	+$2.97M	1.26%	28
2022 Q2	–	Sell	-35,000	Closed	-$2.52M	–	45
2022 Q1	$4.19M	Buy	+35,000	New	+$3.65M	0.97%	34

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avalon Global Asset Management's NET Position: Q2 2026 in Review

Avalon Global Asset Management increased its Cloudflare (NET) stake by 31% in Q2 2026, buying an estimated $5.47M and bringing the position to 105,400 shares worth $25.9M. The position accounts for 2.82% of the portfolio, ranked #13.

Avalon Global Asset Management first reported a position in NET in Q1 2022 and has held it in 17 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Avalon Global Asset Management held 105,400 shares of Cloudflare worth $25.9M as of Q2 2026.
Avalon Global Asset Management bought 25,000 Cloudflare shares in Q2 2026, an estimated $5.47M.
Cloudflare made up 2.82% of Avalon Global Asset Management's portfolio in Q2 2026, its #13 holding.
Avalon Global Asset Management first reported a position in Cloudflare in Q1 2022 and has held it in 17 quarters since.
1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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