BCM
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Brooktree Capital Management’s Cloudflare NET Stock Holding History

Brooktree Capital 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 		$2.58M Buy
10,534
+248
+2% +$54.3K 1.69% 16
2026
Q1 		$2.12M Buy
10,286
+8,841
+612% +$1.69M 1.68% 16
2025
Q4 		$285K Sell
1,445
-15
-1% -$3.17K 0.19% 34
2025
Q3 		$313K Buy
+1,460
New +$298K 0.2% 32

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

Brooktree Capital Management's NET Position: Q2 2026 in Review

Brooktree Capital Management increased its Cloudflare (NET) stake by 2.4% in Q2 2026, buying an estimated $54.3K and bringing the position to 10,534 shares worth $2.58M. The position accounts for 1.69% of the portfolio, ranked #16.

Brooktree Capital Management first reported a position in NET in Q3 2025 and has held it in 4 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Brooktree Capital Management held 10,534 shares of Cloudflare worth $2.58M as of Q2 2026.
  • Brooktree Capital Management bought 248 Cloudflare shares in Q2 2026, an estimated $54.3K.
  • Cloudflare made up 1.69% of Brooktree Capital Management's portfolio in Q2 2026, its #16 holding.
  • Brooktree Capital Management first reported a position in Cloudflare in Q3 2025 and has held it in 4 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Brooktree Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.