DCU
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Dara Capital US’s Cloudflare NET Stock Holding History

Dara Capital US’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 		$1.32M Buy
5,362
+1,312
+32% +$287K 0.91% 24
2026
Q1 		$836K Buy
4,050
+82
+2% +$15.6K 0.79% 35
2025
Q4 		$782K Buy
+3,968
New +$839K 0.69% 39

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

Dara Capital US's NET Position: Q2 2026 in Review

Dara Capital US increased its Cloudflare (NET) stake by 32% in Q2 2026, buying an estimated $287K and bringing the position to 5,362 shares worth $1.32M. The position accounts for 0.91% of the portfolio, ranked #24.

Dara Capital US first reported a position in NET in Q4 2025 and has held it in 3 quarters since. 1,216 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Dara Capital US held 5,362 shares of Cloudflare worth $1.32M as of Q2 2026.
  • Dara Capital US bought 1,312 Cloudflare shares in Q2 2026, an estimated $287K.
  • Cloudflare made up 0.91% of Dara Capital US's portfolio in Q2 2026, its #24 holding.
  • Dara Capital US first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • 1,216 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Dara Capital US's 13F filing for Q2 2026, filed 23 Jul 2026.